Colleen L. Mcgettrick

MARTHA'S VINEYARD INVESTMENT ADVISORS

West Tisbury, MA 02575

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CRD#: 5229830

Professional summary

Colleen L Mcgettrick, who also goes by Colleen Lynne Mears, Colleen Lynne Mcgettrick, is a registered financial advisor currently at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC located in West Tisbury, Massachusetts and LPL FINANCIAL LLC located in Falmouth, Massachusetts.

Colleen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Colleen has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Colleen Lynne Mears | Colleen Lynne Mcgettrick

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.

1- 05/2025 / 57 Highridge Rd B11 / Real Estate Rental / Investment Related / Start date: 04/01/2014

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colleen L Mcgettrick'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

May 7, 2025 - Present

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

Office #1: 496 State Rd, West Tisbury, MA 02575

RIA

CRD#: 291599

West Tisbury, MA

Current

May 6, 2025 - Present

LPL FINANCIAL LLC

Office #1: 84 Main Street, Falmouth, MA 02540Office #2: 496 State Rd, West Tisbury, MA 02575

RIA

CRD#: 6413

FALMOUTH, MA

Past

March 18, 2024 - March 28, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HYANNIS, MA

Past

January 4, 2024 - March 28, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HYANNIS, MA

Past

November 9, 2007 - March 18, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

WALTHAM, MA

Past

November 5, 2007 - March 18, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

WALTHAM, MA

Past

June 1, 2007 - November 13, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

BOSTON, MA

Past

February 5, 2007 - May 25, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CAMBRIDGE, 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".

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

CRD#: 291599 / SEC#: 801-112370

RIA

Registered Investment Advisory firm - (1/26/2018 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(6/12/2025)

Connecticut
(6/12/2025)

Florida
(6/12/2025)

Maine
(6/12/2025)

Maryland
(6/12/2025)

Massachusetts
(5/6/2025)

IAR

Massachusetts
(5/7/2025)

New Hampshire
(6/12/2025)

New Jersey
(6/12/2025)

New York
(6/26/2025)

North Carolina
(6/17/2025)

Pennsylvania
(6/12/2025)

Rhode Island
(6/12/2025)

South Carolina
(6/12/2025)

Texas
(6/12/2025)

Vermont
(6/12/2025)

Virginia
(9/18/2025)

Washington
(6/12/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/25/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/4/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/21/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/2/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

CRD#: 291599 / SEC#: 801-112370

RIA

Registered Investment Advisory firm - (1/26/2018 Approved)

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Contact information

Main Address

496 State Rd, West Tisbury, MA 02575

Mailing Address

P.o. Box 602, West Tisbury, MA 02575

Phone number

(508) 693-8850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC DISCLOSURE BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	431
AUM (Assets Under Management)	$ 280,709,177

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/08/2025	Cover Page	Report
07/03/2025	Cover Page	Report
01/22/2025	Cover Page	Report
07/21/2023	Cover Page	Report
01/12/2023	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

Colleen L. Mcgettrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colleen L Mcgettrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MML INVESTORS SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/25/2024

Series 7TO

Date: 1/4/2024

SIE

Date: 11/21/2023

Series 7

Date: 2/2/2007

FINRA

Current Firm

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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