MK
MK

Meaghan Anne Murphy Keeven

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
565 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$590.3M

Fee Structure

Loading...

Location

25 Burlington Mall Road, Suite 404, Burlington, MA, 01803

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Meaghan is a partner in 925 Syndicate, which focuses on tax mitigation strategies, since January 2025. This activity requires a few hours per week.

Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
MML Investors Services, LLC
March 2021 - November 2024 · 3 yrs 8 mos
MML Investors Services, LLCBroker
September 2020 - November 2024 · 4 yrs 2 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.
Meaghan Anne Murphy Keeven - Financial Advisor | TrueAdvisor