Adviser and broker representative · Martha's Vineyard Investment Advisors, LLC
Colleen L. McGettrick
CRD 5229830 · West Tisbury, MA
At a glance
Colleen L. McGettrick is an investment adviser representative with Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Colleen’s SEC record dates to 2007, about 18 years ago. Colleen is also registered as a broker representative.
Current advisory firm
- Martha's Vineyard Investment Advisors, LLCSince May 2025West Tisbury, MA · $343M in regulatory assets
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Colleen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.