Meghan Waclawsky, financial advisor Natick MA

Meghan Waclawsky

CRD Number: 6693430
Current Firm: Osaic Wealth, Inc.

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®).

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Professional Designations
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
Contact Info for Meghan F. Waclawsky
Phone Number: 800-821-5100
Registered State(s):
  • FL
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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