Megan A. Donnelly
Professional summary
Megan Aileen Donnelly, CFP®, ChFC® is a registered financial advisor currently at QUABBIN ADVISORS located in Amherst, Massachusetts.
Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Megan has worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Megan Aileen Donnelly's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2012 - Present
QUABBIN ADVISORS
Office #1: 447 West Street, Amherst, MA 01002October 15, 2001 - March 12, 2003
WELLS FARGO CLEARING SERVICES, LLC
April 1, 1999 - October 15, 2001
WACHOVIA SECURITIES, INC.
February 3, 1999 - April 1, 1999
WACHOVIA CAPITAL MARKETS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/14/2012)
(3/11/2021)
(1/31/2012)
(4/22/2019)
Exams
Current Firm
QUABBIN ADVISORS
CRD#: 160019 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 207 |
| AUM (Assets Under Management) | $ 94,208,853 |
Red Flags
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