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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.

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

14

Number of Years with Current Firm

1

Work with the following types of clients

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

Advisory Services Provided

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

Services

Investment Types

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

Can meet clients in the following ways

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

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

Variable Annuity, Life, Variable Life

Firm Information

Advisor's Number of Clients

80

Advisor's Number of Managed Clients

80

Advisor's Number of Planning Clients

60

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

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