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Elisabeth Meltzer Zimmerman

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 2025-07-28
NH RA APPROVED 2025-07-14
TX RA APPROVED 2025-07-14
  • MA RA
    APPROVED
    Since 2025-07-28
  • NH RA
    APPROVED
    Since 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-14

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 (Formerly O'BRien Management, Llc) Cambridge MA 05/1989 07/2025
Mercer Global Advisors Inc. Waltham MA 07/2025 12/2025
Mercer Global Advisors Inc. Waltham MA 01/2026 Present
Previous Registrations
  • 2004-10-27 → 2026-03-31
    O'BRien Wealth Partners Llc
    Cambridge, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-03-09
  • S63 Uniform Securities Agent State Law Examination
    1987-03-09
Designations
Other Names
  • Lis Meltzer
  • Elizabeth S Meltzer
  • Lis Zimmerman
  • Elisabeth Sara Meltzer

View on SEC IAPD

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