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James Allen Bossieux

Mercer Global Advisors Inc.

Andover, MA

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-23
ME RA APPROVED 2026-04-09
NH RA APPROVED 2026-04-09
  • MA RA
    APPROVED
    Since 2026-04-23
  • ME RA
    APPROVED
    Since 2026-04-09
  • NH RA
    APPROVED
    Since 2026-04-09

Branch Locations

Andover, MA • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vanguard Marketing Corporation Andover MA 04/2012 12/2016
The Vanguard Group, Inc. Andover MA 12/2016 10/2022
Charter Oak Capital Management Portsmouth NH 10/2022 04/2026
Mercer Global Advisors Inc. Andover MA 04/2026 Present
Previous Registrations
  • 2022-10-19 → 2026-08-26
    Charter Oak Capital Management
    Portsmouth, NH
  • 2009-11-09 → 2009-12-31
    Evergreen Investment Management Co
    Boston, MA
  • 2005-04-01 → 2007-03-23
    Bofa Advisors, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-04
S66 Uniform Combined State Law Examination 2005-03-30
S63 Uniform Securities Agent State Law Examination 2000-10-05
  • S65 Uniform Investment Adviser Law Examination
    2009-11-04
  • S66 Uniform Combined State Law Examination
    2005-03-30
  • S63 Uniform Securities Agent State Law Examination
    2000-10-05
Designations
Other Names
  • James Bossieux

View on SEC IAPD

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