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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-05-05 |
| SC | RA | APPROVED | 2026-04-30 |
| NH | RA | APPROVED | 2026-04-21 |
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2005 | 12/2022 |
| Charter Oak Capital Management Formerly Troiano & Associates | Kennebunk | ME | 07/2002 | 04/2026 |
| Mercer Global Advisors Inc. | Okatie | SC | 04/2026 | Present |
1. Oak Tree Properties, LLC; Investment-related; 62 Portland Road, Suite 37, Kennebunk, ME 04043; Business owns a commercial rental property; Member; 05/01/2021; 2-3 hrs. per month; 0 hrs. during trading hours; Assist with basic management of a single commercial office property. 2.South Church Housing; Not investment-related; 6 North Street, Kennebunkport, ME 04046; Non-Profit Housing; President; 06/01/2000; 5 hrs. per month; 1 hr. during trading hours; Address tenant matters, determine maintenance plans, prioritize capital and operational projects, review financial reports, serve as primary point of contact with the property manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-29 |
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