Lena Wyand

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Mercer Global Advisors Inc.

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

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2026-04-10
NH	RA	APPROVED	2026-04-10

ME RA
APPROVED

Since 2026-04-10
NH RA
APPROVED

Since 2026-04-10

Branch Locations

Two International Drive Suite 325, Portsmouth, NH 03801 • 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

Organization	City	State	From	To
Charter Oak Capital Management	Kennebunk	ME	10/2007	04/2026
Mercer Global Advisors Inc.	Portsmouth	NH	04/2026	Present

10/2007 → 04/2026

Charter Oak Capital Management

Kennebunk, ME
04/2026 → Present

Mercer Global Advisors Inc.

Portsmouth, NH

Previous Registrations

2008-01-07 → 2026-08-26

Charter Oak Capital Management

Portland, ME

Kennebunk, ME

Portsmouth, NH

Portland, ME

Kennebunk, ME

Other Businesses

1. Oak Tree Properties, LLC; Investment-related; 62 Portland Road, Suite 37, Kennebunk, ME 04043; Business owns a commercial rental property; Member and Treasurer; 01/25/2022; 4 hrs. per month; 0 hrs. during trading hours; Attend annual meetings for condo association.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-01-04

S65 Uniform Investment Adviser Law Examination

2008-01-04

Designations

Certified Financial Planner

Other Names

Lena Chamberland
Lena Chamberland

View on SEC IAPD