Theresa Bedard, financial advisor Boston MA

Theresa Bedard

CRD Number: 5193942
Current Firm: Mercer Global Advisors Inc.

Theresa Bedard (CRD# 5193942) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Boston, MA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Mercer Global Advisors Inc. Boston, MA Mar 2023 - Current 1
Lion Street Financial Boston, MA May 2021 - Current 2
Mercer Global Advisors Inc. Boston, MA Jul 2022 - Mar 2023 < 1
Mercer Global Advisors Inc. Boston, MA Apr 2021 - Jul 2022 1
Mercer Global Advisors Inc. Portland, OR Jan 2021 - Apr 2021 < 1
Mcgee Wealth Management Portland, OR Feb 2006 - Jan 2021 14
Raymond James Financial Services, Inc. Portland, OR Jul 2006 - Dec 2020 14
Taskrabbit Oregon City, OR Jun 2016 - Oct 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Theresa M. Bedard
Phone Number: 888-565-1681
Registered State(s):
  • MA
  • OR
By the Numbers
  • Total Assets Under Management
    35,142
    MILLIONS
  • Total Number of Accounts
    76,213
    ACCOUNTS
  • Average Account Value
    $461,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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