Theresa MeehanCRD 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.
Prosperity Wealth Management, Inc.
Walnut Hill Advisors, LLC
|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|
Total Assets Under Management1,024MILLIONS
Total Number of Accounts2,311ACCOUNTS
Average Account Value$443,017
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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