Unclaimed Profile

Harry B Leggat

MERCER INVESTMENT MANAGEMENT, INC.·BOSTON, Massachusetts

SIE, Series 7, Series 63, Series 65Clean record23 years registeredMERCER INVESTMENT MANAGEMENT, INC.

99 HIGH STREET, BOSTON, MA 02110CRD# 1854072Firm CRD# 133449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harry B Leggat · BOSTON, MA

Registration

CRD #1854072 · MERCER INVESTMENT MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERCER INVESTMENT MANAGEMENT, INC.

HAMMOND ASSOCIATES

Aug 2007 – Mar 2011

ST. LOUIS, MO

ASSET CONSULTING GROUP, INC.

Oct 2004 – May 2007

ST. LOUIS, MO

RCP ADVISORS, LLC

Aug 2002 – Oct 2004

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 23, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

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

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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Frequently Asked Questions

What services does Harry B Leggat offer?

Harry B Leggat specializes in Investment Management, Retirement Planning, Wealth Management.

What are Harry B Leggat's credentials?

Harry B Leggat is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harry B Leggat located?

Harry B Leggat is based in BOSTON, Massachusetts, last registered with MERCER INVESTMENT MANAGEMENT, INC..

How does Harry B Leggat charge for services?

Harry B Leggat'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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