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MD

Meghan M. Daily

CRD#: 5100125
Some features on this profile are disabled
MD
Meghan Mary Daily

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Meghan Mary Daily was a registered financial professional .

Meghan is a previously registered financial professional and started their career in finance in 2013. Meghan had worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 3, 2022 - May 21, 2026

TWIN FOCUS CAPITAL PARTNERS, LLC

RIA
CRD#: 140522
BOSTON, MA
Past

February 10, 2021 - February 28, 2022

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
BOSTON, MA
Past

February 3, 2020 - February 28, 2022

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BOSTON, MA
Past

July 24, 2013 - December 2, 2019

WELLESLEY ASSET MANAGEMENT, INC.

RIA
CRD#: 116176
WELLESLEY, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TWIN FOCUS CAPITAL PARTNERS, LLC
TWIN FOCUS CAPITAL PARTNERS, LLC | TWINFOCUS

CRD#: 140522 / SEC#: 801-66717

RIA
Registered Investment Advisory firm - (5/23/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 11/30/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/14/2013
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/1/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/28/2019
Securities Industry Essentials Examination

Current Firm

TF
TWIN FOCUS CAPITAL PARTNERS, LLC
TWIN FOCUS CAPITAL PARTNERS, LLC | TWINFOCUS

CRD#: 140522 / SEC#: 801-66717

RIA
Registered Investment Advisory firm - (5/23/2006 Approved)
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Contact information

Main Address
75 Park Plaza, Boston, MA 02116
Mailing Address
Phone number
(617) 720-4500
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TWINFOCUS FORM ADV PART 2A MARCH 31 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 4,048,279,609

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/26/2025
Cover Page
Report
09/05/2024
Cover Page
Report
03/16/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TWIN FOCUS CAPITAL PARTNERS, LLC

CRD#: 140522

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