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Michael James Merrigan

Oppenheimer & Co. Inc.

Boston, MA

Scituate, MA

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Current Employers
Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-13
  • MA RA
    APPROVED
    Since 2025-11-13

Branch Locations

255 State Street 5Th Floor, Boston, MA 02109 • United States

Scituate, 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
Gw & Wade Llc Wellesley MA 03/2023 03/2024
Kpmg - Boston Boston MA 08/2021 03/2023
Rawson Merrigan & Litner Boston MA 05/2014 05/2021
New England Law Boston Boston MA 09/2019 03/2020
New England Law Boston Boston MA 08/2018 05/2021
Providence College Providence RI 08/2014 05/2018
New England Law Boston Boston MA 08/2018 05/2021
The Colony Group, Llc Boston MA 03/2024 03/2025
Oppenheimer & Co. Inc. Boston MA 11/2025 Present
Focus Partners Wealth Needham MA 03/2025 10/2025
  • 03/2023 → 03/2024
    Gw & Wade Llc
    Wellesley, MA
  • 08/2021 → 03/2023
    Kpmg - Boston
    Boston, MA
  • 05/2014 → 05/2021
    Rawson Merrigan & Litner
    Boston, MA
  • 09/2019 → 03/2020
    New England Law Boston
    Boston, MA
  • 08/2018 → 05/2021
    New England Law Boston
    Boston, MA
  • 08/2014 → 05/2018
    Providence College
    Providence, RI
  • 08/2018 → 05/2021
    New England Law Boston
    Boston, MA
  • 03/2024 → 03/2025
    The Colony Group, Llc
    Boston, MA
  • 11/2025 → Present
    Oppenheimer & Co. Inc.
    Boston, MA
  • 03/2025 → 10/2025
    Focus Partners Wealth
    Needham, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-22
S65 Uniform Investment Adviser Law Examination 2023-10-12
  • S63 Uniform Securities Agent State Law Examination
    2025-10-22
  • S65 Uniform Investment Adviser Law Examination
    2023-10-12

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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