Meghan WaclawskyCRD Number: 6693430
Current Firm: Royal Alliance Associates, Inc.
Meghan Waclawsky (CRD# 6693430) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Natick, MA and has over 6 years of experience in the finance industry. Meghan Waclawsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Royal Alliance Associates, Inc.||Natick, MA||Sep 2021 - Current||1|
|Wellington Management Advisers, Inc.||Boston, MA||Aug 2016 - Sep 2021||5|
|Wellington Management Company LLP||Boston, MA||May 2008 - Aug 2021||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2016|
|S65||NASAA Investment Advisors Law Examination||Oct 2021|
Total Assets Under Management29,536MILLIONS
Total Number of Accounts149,233ACCOUNTS
Average Account Value$197,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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