Meghan M. Hyland

WESTHILL FINANCIAL ADVISORS

SAN RAFAEL, CA 94901

CRD#: 6515535

Some features on this profile are disabled

Professional summary

Meghan Murphy Hyland, CFP®, who also goes by Meghan Murphy Nelson, is a registered financial advisor currently at WESTHILL FINANCIAL ADVISORS, INC. located in San Rafael, California.

Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Meghan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Meghan Murphy Nelson

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 Murphy Hyland'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

February 5, 2016 - Present

WESTHILL FINANCIAL ADVISORS, INC.

Office #1: 999 Fifth Ave., Suite 300, San Rafael, CA 94901

RIA

CRD#: 152506

SAN RAFAEL, CA

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".

WESTHILL FINANCIAL ADVISORS, INC.

TADDEI, LUDWIG & ASSOCIATES, INC. | WESTHILL FINANCIAL ADVISORS, INC.

CRD#: 152506 / SEC#: 801-71005

RIA

Registered Investment Advisory firm - (1/21/2010 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

California
(2/5/2016)

IAR

Texas
(12/14/2024)

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

IAR

Series 65

Date: 2/5/2016

Uniform Investment Adviser Law Examination

Current Firm

WESTHILL FINANCIAL ADVISORS, INC.

TADDEI, LUDWIG & ASSOCIATES, INC. | WESTHILL FINANCIAL ADVISORS, INC.

CRD#: 152506 / SEC#: 801-71005

RIA

Registered Investment Advisory firm - (1/21/2010 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

999 Fifth Ave., Suite 300, San Rafael, CA 94901

Mailing Address

Phone number

(415) 456-2292

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTHILL FINANCIAL FORM ADV PART 2A (3/12/2026)

Regulatory assets under management

Total Number of Accounts	1,272
AUM (Assets Under Management)	$ 789,441,128

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.

Similar Advisors

Melissa George

INVESTHER FIDUCIARY SOLUTIONS, LLC

IAR

Atlanta, GA

Faisal Al-hashim

MAXIAM CAPITAL, LLC

IAR

Portland, OR

Kevin Ruth

RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Meghan M. Hyland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Murphy Hyland's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTHILL FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

WESTHILL FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2016

Current Firm

WESTHILL FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTHILL FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

Similar Advisors