# KATY MORRISON CARR

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2026-04-10 | present | Yes |
| [CHARTER OAK CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/120870) | 2016-06-03 | present | Yes |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2013-05-22 | 2016-05-09 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2008-01-01 | 2013-05-22 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2005-12-13 | 2008-01-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4494146)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4494146.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.