Meredith Mcintosh Murphy

Current Employers

Financial Well-Being Advisors Llc

Wellesley, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2017-09-13

MA RA
APPROVED

Since 2017-09-13

Branch Locations

Wellesley, 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

Organization	City	State	From	To
Financial Well-Being Advisors Llc	Welleley	MA	02/2017	Present
Genesis	Cambridge	MA	02/2009	Present

02/2017 → Present

Financial Well-Being Advisors Llc

Welleley, MA
02/2009 → Present

Genesis

Cambridge, MA

Other Businesses

Genesis, Cambridge, MA 02138: Chief Accounting Officer, 02/2009 to present 30 hours per week; 26 of which fall during securities trading hours The company provides back-office support to clients and their businesses including book-keeing, concierge, operational, treasury and acts as a liaison with other professional services. The company does not provide investment-advisory services. My duties are to oversee the accounting group and their activities (described above).

Designations

Other Names

Meredith Mary Mcintosh
Meredith Mcintosh Bermann
Meredith Mcintosh Lewis

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