Quabbin Advisors

Quabbin Advisors (CRD# 160019) is a financial advisory firm headquartered in Amherst, MA. They manage $77,890,648 in 191 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
447 West St, Amherst, MA 01002
https://www.facebook.com/quabbinadvisors
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $407,804
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, PA, TX

Financial Advisors at Quabbin Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Megan Donnelly, financial advisor Amherst MA
Megan Donnelly
CRD#: 3177570
447 West Street, Amherst, MA 01002
Megan Donnelly (CRD# 3177570) is an Investment Advisor Representative working at Quabbin Advisors in Moosic, PA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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