Timothy A. Pilczak

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 07/2025
  O'BRien Wealth Partners Llc (Formerly O'BRien Management, Llc)
  Boston, MA
• 07/2025 → Present
  Mercer Global Advisors Inc.
  Waltham, MA

Previous Registrations

• 2017-01-30 → 2026-03-31
  O'BRien Wealth Partners Llc
  Waltham, MA
• 2013-01-29 → 2016-02-03
  Commonwealth Financial Network
  Southborough, MA

Other Businesses

1. Cast Away Fishing; Not investment-related; Weymouth, MA; Commercial and Charter Fishing; Owner/Captain; 01/01/2019; Less than 1 hour per month; 0 hours during trading hours; Catch and sell fish at market. 2. Accident & Health or Sickness, Life, Variable Life, and Variable Annuity Insurance Licenses; Investment-related; Weymouth, MA; Insurance; Insurance Producer; 01/01/2013; Less than 1 hour per month; 0 hours during trading hours; Holds active insurance licenses.

Exams

• S66 Uniform Combined State Law Examination
  2013-01-14

Designations

• Certified Financial Planner

Other Names

• Timothy Pilczak
• Timothy Adam Pilczak