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President & CCO · Quabbin Advisors

Megan A. Donnelly

CRD 3177570 · Named on Form ADV at one SEC-registered adviser

At a glance

Quabbin Advisors, an SEC-registered wealth manager based in Amherst, MA with $110 million in regulatory assets, lists Megan A. Donnelly on its Form ADV as President & CCO, a control person.

Firms and roles

  • Quabbin AdvisorsPresident & CCOWealth manager · Amherst, MA · $110M in regulatory assets

AtlasMembers

Megan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.