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Lisa Donoghue Phelan

MERCER INVESTMENTS LLC·BOSTON, Massachusetts
SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean recordMERCER INVESTMENTS LLC
99 HIGH STREET, BOSTON, MA 02110CRD# 2562069Firm CRD# 133449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Donoghue Phelan · BOSTON, MA
Registration
CRD #2562069 · MERCER INVESTMENTS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
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 Lisa Donoghue Phelan offer?
Lisa Donoghue Phelan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Lisa Donoghue Phelan's credentials?
Lisa Donoghue Phelan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Donoghue Phelan located?
Lisa Donoghue Phelan is based in BOSTON, Massachusetts, working with MERCER INVESTMENTS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Lisa Donoghue Phelan charge for services?
Lisa Donoghue Phelan'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 INVESTMENTS LLC?
MERCER INVESTMENTS LLC 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 INVESTMENTS LLC

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Michael John Forestner
BOSTON, MA
David J Mcmillan
BOSTON, MA
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BOSTON, MA

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Research
Advisor Fees in MassachusettsNational Fee Analysis
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