David William Mercer
Investment adviser representative at Winthrop Wealth
28 yearsExperience
1 stateRegistered in
$3.1BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Winthrop WealthSep 2025 to now
- Winthrop Advisory Group, LLCSep 2025 to now
- Mercer Asset Management, Inc.Oct 1998 to Dec 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (WA).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2521613
- Firm CRD
- 288178