MD
Megan A. Donnelly
QUABBIN ADVISORS
Amherst, MA 01002
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CRD#: 3177570
MD
Megan Aileen DonnellyQUABBIN ADVISORS
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.
At a Glance
Always Fiduciary
Services Offered
My name is Megan Donnelly
and I am the founder of Quabbin Advisors. My mission is to help my clients achieve their financial goals - and to provide some education along the way.
The financial industry has excelled at making saving and investing seem too difficult for most people to even contemplate. A lot of people just give up and either don't invest at all
or invest in things that they don't really understand. I blame the advisors and sales people for that. Too many are in the job just to sell products and make money for themselves. Too few seem to really care whether a client fully understands how they are invested. And most don't seem to want you to understand how much you are paying.
I think that's wrong. The basics of saving and investing are just that. Basic. I know from experience. I have never met a person who has not been able to understand the terms of an investment when it is laid out in simple
straightforward terms. The difficulty seems to be finding someone who is willing to do that. That's where I can help.
If you want to understand your finances and investments
and if you want to feel like you have a handle on what you are paying and why
contact me. I think I can help.
Specializations
Cash Flow/Budgets/Credit Issues
Investment Advice with Ongoing Management
Investment Advice without Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Megan Aileen Donnelly's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 31, 2012 - Present
QUABBIN ADVISORS
Office #1: 447 West Street, Amherst, MA 01002RIA
CRD#: 160019
Amherst, MA
Past
October 15, 2001 - March 12, 2003
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
April 1, 1999 - October 15, 2001
WACHOVIA SECURITIES, INC.
BD
CRD#: 431
CHARLOTTE, NC
Past
February 3, 1999 - April 1, 1999
WACHOVIA CAPITAL MARKETS, INC.
BD
CRD#: 44964
WINSTON SALEM, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(2/14/2012)
IAR
New Hampshire(3/11/2021)
IAR
Pennsylvania(1/31/2012)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
QA
QUABBIN ADVISORS
QUABBIN ADVISORS | QUABBIN ADVISORS, LLC
CRD#: 160019 / SEC#:
Massachusetts
Registered Investment Advisory firm - (2/14/2012 Approved)New Hampshire
Registered Investment Advisory firm - (3/11/2021 Approved)Pennsylvania
Registered Investment Advisory firm - (1/31/2012 Approved)Texas
Registered Investment Advisory firm - (4/19/2019 Conditional Restricted)Loading...
Contact information
Main Address
447 West St, Amherst, MA 01002
Mailing Address
Phone number
(413) 313-5037
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 207 |
| AUM (Assets Under Management) | $ 94,208,853 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
