ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Waltham
13yrs

Qing Yang

Financial advisor at Mercer Global Advisors

Qing Yang has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Waltham, Massachusetts. Qing has been with Mercer Global Advisors since 2025; before that, Qing spent seven years at O'Brien Wealth Partners and five years at Wells Fargo Advisors. Qing holds the CFA designation.

One of 494 advisors with offices in Waltham, and one of 431 fiduciaries.

Waltham, MA 02453CFAFiduciary advisor

At a glance

Experience13 years (since 2013)
How that compares ?More experience than 53% of advisors at Mercer Global Advisors
Office51 Sawyer Road Suite 600, Waltham, MA 02453
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.21 million
Advisors at the firm737
States licensed ?1 state

Services through Mercer Global Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Aug 2025 – now
  2. 2019 – 2026
    O'Brien Wealth Partners LLCPreviously
  3. 2014 – 2019
  4. May 2013 – Jan 2014
    Morgan StanleyPreviously

Questions to ask Qing

Tailored to Qing’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Qing

How do I contact Qing?

Call Mercer Global Advisors at (888) 885-8101 and ask for Qing Yang. Qing works from the Waltham, MA office.

How long has Qing been a financial advisor?

Qing has been in the industry since 2013, about 13 years. More experience than 53% of advisors at Mercer Global Advisors.

What licenses does Qing hold?

Series 66. Tap any license on this page to see what it allows.

Is Qing a fiduciary?

Qing is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Qing paid?

Mercer Global Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Qing for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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