EM
EM

Eileen Monahan

43 Years of Experience
Danvers, MA
BrokerSells Insurance

Eileen Monahan is a registered investment advisor, based in Danvers, MA, with 43 years of industry experience.

Location

222 Rosewood Drive, Suite 310, Danvers, MA, 01923

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 ActivitiesSells Insurance

Eileen sells fixed insurance products since 2011, dedicating about 10% of her time. She also co-owns Earth Tide, LLC, a rental property, and is a member of Parkside Heights Parking, LLC, a parking facility for the branch location.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2025 - Present · 9 mos
Nvest Financial, LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Commonwealth Financial Network
December 2002 - July 2025 · 22 yrs 7 mos
Commonwealth Financial NetworkBroker
August 1986 - July 2025 · 38 yrs 11 mos
First Investors CorporationBroker
December 1983 - July 1986 · 2 yrs 7 mos
Welling Associates, INC.Broker
March 1983 - May 1984 · 1 yr 2 mos
The Prudential Insurance Company of AmericaBroker
August 1982 - January 1986 · 3 yrs 5 mos
State Registrations10 states
CACTFLMAMENCNHNMNYSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.