Michael MacLean

Mercantile Private Wealth Management

255 Park Ave
Ste 1000

Worcester, MA 01609

774-239-1862

About Mercantile Private Wealth Management

Mercantile Private Wealth Management was founded with a determination to provide informed, unbiased, and customized advice to help clients reach their goals. We believe forging long-term relationships that serve you well is at the heart of everything we do.

See Disclosures

General Information

Firm Start Year

CRD#

5457640

Firm CRD#

5457640

Insurance License#

10772708

Name of Broker/Dealer

Grove Point Investments, LLC

Name of Custodial Firm

Pershing LLC

States Licensed in

AL, AZ, CA, CT, DE, FL,MD, MA. MO, NJ, NY, NC, PA, RI, TX, VT, VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Executives and Highly Compensated Employees with equity compensation, Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning

Services

Investment Types

Insurance, Stocks, Bonds, Options & Futures, Mutual Funds, Alternative Investments, Mortgages & Real Estate, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Phone, Your Office, Email, Video Conference

Compliance

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Life, Variable Annuity, Variable Life

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions

Disclosures

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Additional Detailed Disclosures

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