KATY MORRISON CARR is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with CHARTER OAK CAPITAL MANAGEMENT, LLC, MERCER GLOBAL ADVISORS INC..
| Firm | From | To | Current |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | 2026-04-10 | present | Yes |
| CHARTER OAK CAPITAL MANAGEMENT, LLC | 2016-06-03 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2013-05-22 | 2016-05-09 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-01-01 | 2013-05-22 | — |
| A. G. EDWARDS & SONS, INC. | 2005-12-13 | 2008-01-01 | — |