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Catherine Anne Mckenna

Beal Consulting, Inc.

Boston, MA

CRD 5183254

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Employer firm

Beal Consulting, Inc. CRD 133313

$44.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Beal Consulting, Inc.

100 Sandwich Road, Plymouth, MA 02360 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2006-09-07
  • MA RA
    APPROVED
    Since 2006-09-07

Branch Locations

265 Franklin Street, Boston, MA 02110 • 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
The Beal Consulting Group Boston MA 04/1999 Present
  • 04/1999 → Present
    The Beal Consulting Group
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-05
  • S65 Uniform Investment Adviser Law Examination
    2006-09-05

View on SEC IAPD

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Nearby Offices

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BAYPINE HOLDINGS LP · BOSTON, MA
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