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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-19
CT RA APPROVED 2024-10-10
  • TX RA
    APPROVED_RES
    Since 2024-10-19
  • CT RA
    APPROVED
    Since 2024-10-10

Branch Locations

25 Burlington Mall Rd, Burlington, MA 01803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Neuberger Berman Llc Boston MA 01/2014 10/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 10/2024 Present
Bank Of America, N.A. Boston MA 01/2025 Present
Previous Registrations
Other Businesses

I*: 2417272Entity Type: Charitable OrganizationName of OBA: Boston Estate Planning CouncilAddress: Westford, MA 01886Investment Related: NoPosition, Title, Association: Committee memberEmployee Start Date: 04/25/2025Number of Hours: 2 hrs mthlyNumber of Hours during trading: 2 hrs mthlyDuties: Community Engagement Committee -- providing resources for boston community engagement. Purpose of entity is to provide BEPC members with opportunities to give back to the local community in outreach work that shares their respective members' areas of expertise including education, college access, entrepreneurship and workforce development I*: 3009275 Entity Type: Entity Charitable Name of OBA: Community Foundation for MetroWest Address: NatickMassachusetts01760 Investment Related:n Position, Title, Association: Committee Employee Start Date: 10/16/2025 No Hours: 4hr/mo No Hours during trading: 2hr/mo Duties: Community engagement and donor advised funds. Professional Advisor Leadership Committee

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-15
S63 Uniform Securities Agent State Law Examination 2012-05-21
  • S65 Uniform Investment Adviser Law Examination
    2014-12-15
  • S63 Uniform Securities Agent State Law Examination
    2012-05-21
Other Names
  • Meaghan Esther Anderson
  • Meaghan Esther Schweitzer
  • Meaghan E Anderson
  • Meaghan Schweitzer

View on SEC IAPD

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