MAUREEN A. WHELAN

M.A. WHELAN FINANCIAL PLANNING
CORTLANDT MANOR, New York·1 registered advisor·CRD# 140357
SEC# 801-1221651800-775-8564
01

Firm Overview

AUM
$44M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MAUREEN A. WHELAN

1 registered advisor
Maureen Ann Whelan
CORTLANDT MANOR, New York
05

Office Locations

CORTLANDT MANOR, New York
1 advisor

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Data sourced from SEC Form ADV filings. MAUREEN A. WHELAN (CRD# 140357) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.