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Renee Elizabeth Hickey

Investment adviser representative at Mercer Global Advisors Inc.
18 yearsExperience
2 statesRegistered in
$84.4BFirm assets
18 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
  • Seminars and workshops

Experience

18 years in the industry.

  1. Mercer Global Advisors Inc.Apr 2026 to now
  2. Charter Oak Capital Management, LLCMay 2025 to Apr 2026
  3. Citizens Securities, Inc.Jul 2024 to Apr 2025
  4. Citizens BankFeb 2024 to Jul 2024
  5. Fidelity InvestmentsMar 2023 to Dec 2023
  6. WaypointMay 2022 to Jul 2022
  7. Jitters CafeOct 2021 to Feb 2022
  8. Willie Jewels Old School BarbequeMay 2021 to Jul 2024
  9. Leaf & Bean Coffee Company IncSep 2019 to Dec 2019
  10. Roberts Wesleyan UniversityAug 2019 to Dec 2022
  11. Hayward's Ice CreamMay 2019 to Aug 2020
  12. American Eagle & AerieJan 2019 to Apr 2021
  13. Nashua Community CollegeAug 2018 to May 2019
  14. North Atlantic Regional High SchoolAug 2018 to May 2019
  15. Dunkin Donuts IncApr 2018 to Feb 2019
  16. StudentMay 2015 to Apr 2018
  17. Nashua Christian AcademyAug 2008 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (ME, NH).

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
7715708
Firm CRD
147363
Advisor's SEC record (opens in a new tab)
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