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MC

Meghan E. Childs

BOUNDARY STREET PARTNERS LP
Chapel Hill, NC
Some features on this profile are disabled
CRD#: 5311263
MC

Professional summary


Meghan Ellis Childs, who also goes by Meghan E Childs, Meghan Childs, Meghan M Ellis, Meghan Mills Ellis, is a registered financial advisor currently at BOUNDARY STREET PARTNERS LP located in Chapel Hill, North Carolina.

Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Meghan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Meghan E Childs | Meghan Childs | Meghan M Ellis | Meghan Mills Ellis

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 Ellis Childs'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®
None

Experience


Current

September 28, 2017 - Present

BOUNDARY STREET PARTNERS LP

RIA
CRD#: 282300
Chapel Hill, NC
Past

October 13, 2010 - August 4, 2017

MORGAN STANLEY

RIA
CRD#: 149777
CHAPEL HILL, NC
Past

September 7, 2010 - August 4, 2017

MORGAN STANLEY

BD
CRD#: 149777
CHAPEL HILL, NC
Past

May 28, 2010 - August 2, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
RALEIGH, NC
Past

November 6, 2008 - March 31, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHARLOTTE, 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
North Carolina
(9/28/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/12/2010
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 12/14/2010
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


BS
BOUNDARY STREET PARTNERS LP
BOUNDARY STREET GROUP LLC | BOUNDARY STREET PARTNERS LP

CRD#: 282300 / SEC#:

Georgia
Registered Investment Advisory firm - (4/3/2018 Approved)
North Carolina
Registered Investment Advisory firm - (1/4/2016 Approved)
Texas
Registered Investment Advisory firm - (12/20/2017 Conditional Restricted)
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Contact information


Main Address
Chapel Hill, NC
Mailing Address
Po Box 3664, Chapel Hill, NC 27515
Phone number
(912) 414-0995
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts50
AUM (Assets Under Management)$ 18,000,000

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


BOUNDARY STREET PARTNERS LP

CRD#: 282300Chapel Hill, NC

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