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David J Mcmillan

MERCER INVESTMENT MANAGEMENT, INC.·BOSTON, Massachusetts
SIE, Series 3, Series 7, Series 30, Series 63, Series 65Clean recordMERCER INVESTMENT MANAGEMENT, INC.
99 HIGH STREET, BOSTON, MA 02110CRD# 2992392Firm CRD# 133449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David J Mcmillan · BOSTON, MA
Registration
CRD #2992392 · MERCER INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 30
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MERCER INVESTMENTS LLC
CRD 133449 · SEC 801-63730
AUM
$129.8B
Regulatory assets under management
Employees
657
390 client accounts
Services offered by MERCER INVESTMENTS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Nonprofits & Foundations
View all advisors at MERCER INVESTMENTS LLC →
Introduction

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04

Frequently Asked Questions

What services does David J Mcmillan offer?
David J Mcmillan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are David J Mcmillan's credentials?
David J Mcmillan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David J Mcmillan located?
David J Mcmillan is based in BOSTON, Massachusetts, working with MERCER INVESTMENT MANAGEMENT, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does David J Mcmillan charge for services?
David J Mcmillan's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: a percentage of assets under advisory services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERCER INVESTMENT MANAGEMENT, INC.?
MERCER INVESTMENT MANAGEMENT, INC. has approximately 657 employees and manages $129.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERCER INVESTMENT MANAGEMENT, INC.

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Lisa Donoghue Phelan
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Olaolu Olayinka Aganga
BOSTON, MA

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Nearby cities in Massachusetts
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Research
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