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Maureen Ann Whelan

MAUREEN A. WHELAN·CORTLANDT MANOR, New York
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2127 CROMPOND ROAD, CORTLANDT MANOR, NY 10567CRD# 5133502Firm CRD# 140357
01

About

Maureen Ann Whelan is a registered financial advisor based in CORTLANDT MANOR, New York, affiliated with MAUREEN A. WHELAN. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MAUREEN A. WHELAN
M.A. WHELAN FINANCIAL PLANNING
AUM
$44M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MAUREEN A. WHELAN →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 5133502
Firm CRD# 140357
No disclosures on file
View on FINRA BrokerCheck →

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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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