Meghan Waclawsky (CRD# 6693430) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Natick, MA and has over 7 years of experience in the finance industry. Meghan Waclawsky has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Natick, MA | Sep 2021 - Current | 3 |
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 |
- FL
- MA
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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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