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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-03 |
Branch Locations
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Asset Management, Inc. | Bainbridge Island | WA | 10/1998 | 12/2025 |
| Winthrop Advisory Group, Llc | Bainbridge Island | WA | 09/2025 | Present |
Passive ownership of family residential real estate rented for income only. Not investment-related. No clients, solicitation, advice, or property management. Location: 72348 Rancho Road, Rancho Mirage, CA 92270. Ownership: Owner (no business entity). Time: <1 hr/month; <1 hr/day. Compensation: Rental income only. Start Date: 2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-16 |
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