AUMdb
MS

Meghan Sullivan

CRD 6493294 Certified Financial Planner

Firms

FirmRoleAs of
Ballentine Partners, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (1)

OrganizationRoleCompensationAs of
Springfield Regional Chamber Of Commerce Inc DIRECTOR 06/30/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗