Theresa Meehan, financial advisor Danvers MA
93 score

Theresa Meehan

CRD Number: 1187052
Current Firm: Baystate Wealth Management

Theresa Meehan (CRD# 1187052) is an Investment Advisor Representative working at Baystate Wealth Management in Danvers, MA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Wakefield, MA Mar 2017 - Current 1
Massachusetts Mutual Life Insurance Company Wakefield, MA Jul 2016 - Current 1
Meehan Financial Services Lexington, MA Oct 2007 - Current 10
Metlife Securities Inc. Lexington, MA Jan 2015 - Mar 2017 2
New England Securities Boston, MA Jul 2012 - Jul 2016 4
1st Global Capital Corp Lexington, MA Sep 2010 - Aug 2012 1
1st Global Advisors, Inc. Lexington, MA Sep 2010 - Aug 2012 1
Linsco / Private Ledger Corp. Waltham, MA Jan 2003 - Sep 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination Apr 2006
Contact Info for Theresa M. Meehan
Phone Number: 617-982-5200
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,024
    MILLIONS
  • Total Number of Accounts
    2,311
    ACCOUNTS
  • Average Account Value
    $443,017
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NM, NY, PA, RI, SC, TN, TX, VA, VT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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