Meghan Theresa Beatty

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → Present
  Hightower Advisors
  Waltham, MA
• 01/2022 → 07/2022
  Morgan Stanley
  Boston, MA
• 04/2018 → 12/2021
  Eaton Vance
  Boston, MA
• 10/2015 → 04/2018
  Rsm
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-04