Adelaide Patricia Magee

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

• 01/2022 → 07/2025
  O'BRien Wealth Partners Llc
  Boston, MA
• 01/2021 → 08/2021
  O'BRien Wealth Partners Llc
  Boston, MA
• 01/2020 → 06/2020
  Merrill Lynch
  Boston, MA
• 01/2019 → 06/2019
  Education First (Ef)
  Cambridge, MA
• 09/2012 → 06/2017
  Full-Time Education
  The Woodlands, TX
• 09/2017 → 12/2021
  Full-Time Education
  Boston, MA
• 07/2025 → Present
  Mercer Global Advisors Inc.
  Waltham, MA

Previous Registrations

• 2022-12-05 → 2026-03-31
  O'BRien Wealth Partners Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-02

Designations

• Certified Financial Planner

Other Names

• Addy Magee
• Adelaide Magee