Unclaimed Profile

Michaela Green Herlihy

BEACON FINANCIAL PLANNING, INC·HYANNIS, Massachusetts

Series 7, Series 66Clean record16 years registeredBEACON FINANCIAL PLANNING, INC

540 MAIN STREET, HYANNIS, MA 02601CRD# 5309597Firm CRD# 175372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michaela Green Herlihy · HYANNIS, MA

Registration

CRD #5309597 · BEACON FINANCIAL PLANNING, INC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEACON FINANCIAL PLANNING, INC

BEACON FINANCIAL PLANNING, INC

Apr 2015 – Apr 2026

HYANNIS, MA

BEACON FINANCIAL PLANNING, INC.

May 2012 – Dec 2019

SOUTH EASTON, MA

MICHAEL A. SCHREIBER & ASSOCIATES

Nov 2009 – May 2012

WELLESLEY HILLS, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 12, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON FINANCIAL PLANNING, INC

CRD 175372 · SEC 801-113811

AUM

$312M

Regulatory assets under management

Employees

912 client accounts

Services offered by BEACON FINANCIAL PLANNING, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEACON FINANCIAL PLANNING, INC →

Introduction

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Frequently Asked Questions

What services does Michaela Green Herlihy offer?

Michaela Green Herlihy specializes in Financial Planning, Investment Management.

What are Michaela Green Herlihy's credentials?

Michaela Green Herlihy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michaela Green Herlihy located?

Michaela Green Herlihy is based in HYANNIS, Massachusetts, last registered with BEACON FINANCIAL PLANNING, INC.

How does Michaela Green Herlihy charge for services?

Michaela Green Herlihy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEACON FINANCIAL PLANNING, INC?

BEACON FINANCIAL PLANNING, INC has approximately 7 employees and manages $312M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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