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Alicia Chiamulera

Mercer Global Advisors Inc.

Denver, CO

Kennebunk, ME

Portsmouth, NH

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-06-04
NH RA APPROVED 2026-06-04
TX RA APPROVED 2026-06-04
  • ME RA
    APPROVED
    Since 2026-06-04
  • NH RA
    APPROVED
    Since 2026-06-04
  • TX RA
    APPROVED
    Since 2026-06-04

Branch Locations

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

62 Portland Road Suite 37, Kennebunk, ME 04043 • United States

2 International Drive Suite 325, Portsmouth, NH 03801 • 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
Mercer Global Advisors Inc. Kennebunk ME 04/2026 Present
Windhaven Investment Management, Inc. Boston MA 09/2014 09/2016
O'BRien Wealth Partners Llc Boston MA 10/2016 11/2018
Charter Oak Capital Management Portland ME 11/2018 03/2026
Previous Registrations
  • 2018-11-27 → 2026-08-26
    Charter Oak Capital Management
    Portland, ME
    Kennebunk, ME
    Portsmouth, NH
    Portland, ME
    Kennebunk, ME
  • 2018-10-31 → 2018-11-19
    O'BRien Wealth Partners Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-04
  • S65 Uniform Investment Adviser Law Examination
    2018-04-04
Designations
Other Names
  • Alicia E Barrows
  • Alicia E Chiamulera

View on SEC IAPD

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