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Mary Ellen Neylon

Family Wealth Architects LLC

Weston, MA

CRD 4190902

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Employer firm

Family Wealth Architects LLC CRD 113233

Reported services (Item 5G)

  • REFERRALS TO OTHER INVESTMENT ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers
Family Wealth Architects Llc

Belmont, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2005-02-18
  • MA RA
    APPROVED
    Since 2005-02-18

Branch Locations

Weston, MA • 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
O'NEill & Neylon Waltham MA 01/1979 Present
Family Wealth Architects Llc Weston MA 02/2005 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-07-22
S66 Uniform Combined State Law Examination 2000-07-07
  • S63 Uniform Securities Agent State Law Examination
    2004-07-22
  • S66 Uniform Combined State Law Examination
    2000-07-07

View on SEC IAPD

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