Meghan M. Daily

TWIN FOCUS CAPITAL PARTNERS

BOSTON, MA 02116

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CRD#: 5100125

Professional summary

Meghan Mary Daily is a registered financial advisor currently at TWIN FOCUS CAPITAL PARTNERS, LLC located in Boston, Massachusetts.

Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Meghan has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Meghan Mary Daily's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 3, 2022 - Present

TWIN FOCUS CAPITAL PARTNERS, LLC

Office #1: 75 Park Plaza, Boston, MA 02116

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

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".

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.

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

Colorado
(4/1/2022)

IAR

Massachusetts
(3/31/2022)

IAR

New Hampshire
(4/6/2022)

IAR

New York
(4/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

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

Series 7TO

Date: 2/1/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/28/2019

Securities Industry Essentials Examination

Current Firm

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

SEC notice filing (6 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 Accounts	77
AUM (Assets Under Management)	$ 4,048,279,609

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/05/2024	Cover Page	Report
03/16/2024	Cover Page	Report
12/07/2022	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.

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Advisor Monitoring

Firm Stability Insights

Meghan M. Daily

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Mary Daily's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

WELLESLEY ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

TWIN FOCUS CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/30/2019

Series 65

Date: 7/14/2013

Series 7TO

Date: 2/1/2020

SIE

Date: 12/28/2019

Current Firm

TWIN FOCUS CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TWIN FOCUS CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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