Adelaide Patricia Magee
Investment adviser representative at Mercer Global Advisors Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$84.4BFirm assets
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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
- Seminars and workshops
Experience
14 years in the industry.
- Mercer Global Advisors Inc.Jul 2025 to now
- O'brien Wealth Partners LLCJan 2022 to Jul 2025
- O'brien Wealth Partners LLCJan 2021 to Aug 2021
- Merrill LynchJan 2020 to Jun 2020
- Education First (ef)Jan 2019 to Jun 2019
- Full-time EducationSep 2017 to Dec 2021
- Full-time EducationSep 2012 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 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
- 7215073
- Firm CRD
- 147363