Anna Mckersie
Investment adviser representative at Portland Global Advisors LLC
10 yearsExperience
2 statesRegistered in
$1.2BFirm assets
29 yearsFirm in business
Are you Anna Mckersie? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Portland Global Advisors, LLCFeb 2025 to now
- Stone Coast Fund ServicesNov 2020 to Jan 2025
- J.crewSep 2020 to Oct 2020
- Kingsley Pines CampJun 2020 to Aug 2020
- Bates CollegeSep 2019 to May 2020
- WexMay 2019 to May 2020
- Bates CollegeSep 2018 to May 2019
- Kingsley Pines CampJun 2018 to Aug 2018
- Bates CollegeSep 2017 to May 2018
- Kingsley Pines CampJun 2017 to Aug 2017
- Bates CollegeAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Portland Global Advisors LLC
$1.2BAssets managed
304Clients
11Advisers
29 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
- 8190256
- Firm CRD
- 109127