Meaghen Avila

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2017-09-25
RI	RA	APPROVED	2015-05-01
CT	RA	APPROVED	2014-10-24

Branch Locations

700 Pleasant St, New Bedford, MA 02740 • United States

7680 Girard Ave Global Human Resources- The Academy, La Jolla, CA 92037 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fairhaven	MA	04/2014	Present
Town Of Fairhaven	Fairhaven	MA	09/2003	Present
Bank Of America, N.A.	Fairhaven	MA	01/2015	Present

04/2014 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fairhaven, MA
09/2003 → Present

Town Of Fairhaven

Fairhaven, MA
01/2015 → Present

Bank Of America, N.A.

Fairhaven, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-10-23