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David Meade Haviland

WALNUT STREET MANAGERS, LLC·WELLESLEY HILLS, Massachusetts
Series 7, Series 63, Series 6525 years registeredWALNUT STREET MANAGERS, LLC
20 WALNUT STREET, WELLESLEY HILLS, MA 02481CRD# 2283702Firm CRD# 162291

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Meade Haviland · WELLESLEY HILLS, MA
Registration
CRD #2283702 · WALNUT STREET MANAGERS, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: WALNUT STREET MANAGERS, LLC
BEAUMONT CAPITAL MANAGEMENT, LLC
Jan 2020 – Apr 2022
NEEDHAM, MA
CANTELLA & CO., INC.
Apr 2003 – Dec 2003
WELLESLEY HILLS, MA
BEAUMONT FINANCIAL PARTNERS LLC
Jan 2001 – Dec 2019
NEEDHAM, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 1, 2001
Years registered · 25
03

Disclosure History

1998Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Introduction

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Frequently Asked Questions

What services does David Meade Haviland offer?
David Meade Haviland is a registered financial advisor in WELLESLEY HILLS, Massachusetts.
What are David Meade Haviland's credentials?
David Meade Haviland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Meade Haviland located?
David Meade Haviland is based in WELLESLEY HILLS, Massachusetts, last registered with WALNUT STREET MANAGERS, LLC.
How large is WALNUT STREET MANAGERS, LLC?
WALNUT STREET MANAGERS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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