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Michael Hunter O'Brien

Investment Adviser Representative at Mercer Global Advisors Inc.

Mclean, VACRD #8165827Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Hunter O'Brien is an investment adviser representative with Mercer Global Advisors Inc. in Mclean, VA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Maryland and Virginia.

Office

8180 Greensboro Drive, Suite 1010
Mclean, VA 22102

Advisors at this office: 11

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/25/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mercer Global Advisors Inc.Current
9/25/2025 – Mclean, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Mercer Global Advisors Inc.
    Sep 2021 – Mar 2024McLean, VA
  2. The Edgar Lomax Company
    Jun 2019 – Sep 2021Springfield, VA
  3. Mercer Global Advisors Inc.
    Mar 2024 – Aug 2025McLean, VA
  4. Mercer Global Advisors Inc.
    Sep 2025 – no end date reportedMcLean, VA
  5. University of Maryland
    Aug 2015 – May 2019College Park, MD

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mercer Global Advisors Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • Wealth Path - First $1,000,0001.30%
  • Wealth Path - Next $1,000,0001.00%
  • Custom Wealth / Ascend Group - First $1,000,0001.10%
  • Custom Wealth / Ascend Group - Next $1,000,0001.00%

+4 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
740
Offices listed on AdvisorFinder:
26
Main office:
Denver, CO
SEC file number:
801-69271

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 17, 2026

View full firm profile

Other advisors at Mercer Global Advisors Inc.

Showing 12 of 740 in the directory

View Mercer Global Advisors Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Hunter O'Brien has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Hunter O'Brien (Mercer Global Advisors)