Renee Elizabeth Hickey

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

• 05/2021 → 07/2024
  Willie Jewels Old School Barbeque
  Nashua, NH
• 03/2022 → 12/2022
  Pearce 4 Kids Child Care Center
  North Chili, NY
• 10/2021 → 02/2022
  Jitters Cafe
  North Chili, NY
• 01/2019 → 04/2021
  American Eagle & Aerie
  Merrimack, NH
• 05/2019 → 08/2020
  Hayward'S Ice Cream
  Nashua, NH
• 09/2019 → 12/2019
  Leaf & Bean Coffee Company Inc
  Rochester, NY
• 04/2018 → 02/2019
  Dunkin Donuts Inc
  Merrimack, NH
• 03/2023 → 12/2023
  Fidelity Investments
  Merrimack, NH
• 05/2022 → 07/2022
  Waypoint
  Nashua, NH
• 08/2019 → 12/2022
  Roberts Wesleyan University
  Rochester, NY
• 08/2018 → 05/2019
  North Atlantic Regional High School
  Merrimack, NH
• 08/2008 → 05/2018
  Nashua Christian Academy
  Nashua, NH
• 08/2018 → 05/2019
  Nashua Community College
  Nashua, NH
• 07/2024 → 04/2025
  Citizens Securities, Inc.
  Rochester, NY
• 02/2024 → 07/2024
  Citizens Bank
  Nashua, NH
• 05/2015 → 04/2018
  Student
  Nashua, NH
• 05/2025 → 04/2026
  Charter Oak Capital Management
  Portsmouth, NH
• 05/2025 → 04/2026
  Charter Oak Capital Management, Llc
  Portsmouth, NH
• 04/2026 → Present
  Mercer Global Advisors Inc.
  Portsmouth, NH

Previous Registrations

• 2025-06-02 → 2026-08-26
  Charter Oak Capital Management
  Portsmouth, NH
• 2024-12-04 → 2025-04-16
  Citizens Securities, Inc.
  Rochester, NY
  Syracuse, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-04
• S63 Uniform Securities Agent State Law Examination
  2023-08-15

Other Names

• Renee Elizabeth Hickey
• Renee Hickey