Best Investors Account Sign in
Inactive

Richard Arthur Davies

Mercer Global Advisors Inc.

Waltham, MA

Denver, CO

Claim This Profile
Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-01
NH RA APPROVED 2025-07-16
  • MA RA
    APPROVED
    Since 2025-08-01
  • NH RA
    APPROVED
    Since 2025-07-16

Branch Locations

51 Sawyer Road Suite 600, Waltham, MA 02453 • 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
O'BRien Wealth Partners Llc (Formerly O'BRien Management, Llc) Boston MA 08/2014 07/2025
Mercer Global Advisors Inc. Waltham MA 07/2025 Present
  • 08/2014 → 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
  • 2015-11-18 → 2026-03-31
    O'BRien Wealth Partners Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-11
  • S65 Uniform Investment Adviser Law Examination
    2015-09-11
Designations
Other Names
  • Richard A. Davies

View on SEC IAPD

Other Firms

MONTIS FINANCIAL, LLC
PROSPECT HILL GROWTH PARTNERS, L.P.
BALLENTINE PARTNERS
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONSOLIDATED PORTFOLIO REVIEW CORP
OLD IRONSIDES ENERGY, LLC
SEAMANS CAPITAL MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC

Other Investors

Randall Krail Schaible
TIMOTHY ROBERT BROWN
BRIAN W BURKE
DANIEL JAY TRAUB
CASANDRA ANN JOHNSON
JOHN MICHAEL YANCHEK
TUCKER PATRICK DONAHOE
Cameron Gast

Other Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor