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Maureen Ann Whelan

MAUREEN A. WHELAN·CORTLANDT MANOR, New York
Clean record4 years registeredMAUREEN A. WHELAN
2127 CROMPOND ROAD, CORTLANDT MANOR, NY 10567CRD# 5133502Firm CRD# 140357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maureen Ann Whelan · CORTLANDT MANOR, NY
Registration
CRD #5133502 · MAUREEN A. WHELAN · 4 years registered
Brand Profile
Not yet started
01

Career History

M.A. WHELAN FINANCIAL PLANNING
Aug 2021 – present
02

Registrations & Exams

Registration record
First registered · August 28, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAUREEN A. WHELAN
CRD 140357 · SEC 801-122165
AUM
$44M
Regulatory assets under management
Employees
1
110 client accounts
Services offered by MAUREEN A. WHELAN
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MAUREEN A. WHELAN →
Introduction

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05

Frequently Asked Questions

What services does Maureen Ann Whelan offer?
Maureen Ann Whelan specializes in Financial Planning, Investment Management. Contact their office in CORTLANDT MANOR, New York for a consultation.
What are Maureen Ann Whelan's credentials?
Maureen Ann Whelan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maureen Ann Whelan located?
Maureen Ann Whelan is based in CORTLANDT MANOR, New York, working with MAUREEN A. WHELAN. Their office serves clients in the CORTLANDT MANOR metropolitan area and surrounding communities.
How does Maureen Ann Whelan charge for services?
Maureen Ann Whelan's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAUREEN A. WHELAN?
MAUREEN A. WHELAN has approximately 1 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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