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Inactive

Audrey Baker

Mercer Global Advisors Inc.

Waltham, 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 2025-08-01
  • MA RA
    APPROVED
    Since 2025-08-01

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 Waltham MA 03/2023 07/2025
Bickling Financial Services Lexington MA 08/2020 03/2023
Marriott International Boston MA 06/2019 08/2020
Woodside Wealth Management Framingham MA 06/2018 08/2018
Plato's Closet Waltham MA 01/2017 04/2019
Bentley University Waltham MA 09/2015 05/2019
Mercer Global Advisors Inc. Waltham MA 07/2025 Present
  • 03/2023 → 07/2025
    O'BRien Wealth Partners Llc
    Waltham, MA
  • 08/2020 → 03/2023
    Bickling Financial Services
    Lexington, MA
  • 06/2019 → 08/2020
    Marriott International
    Boston, MA
  • 06/2018 → 08/2018
    Woodside Wealth Management
    Framingham, MA
  • 01/2017 → 04/2019
    Plato's Closet
    Waltham, MA
  • 09/2015 → 05/2019
    Bentley University
    Waltham, MA
  • 07/2025 → Present
    Mercer Global Advisors Inc.
    Waltham, MA
Previous Registrations
  • 2023-04-12 → 2026-03-31
    O'BRien Wealth Partners Llc
    Waltham, MA
Designations
Other Names
  • Audrey Keohane

View on SEC IAPD

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MONTIS FINANCIAL, LLC · WALTHAM, MA
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