Margaret Whelehan
Margaret Whelehan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Penfield, NY, with 24 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1816 Penfield Road, Penfield, NY, 14526
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Margaret works as a relationship manager and divorce planning specialist for Canandaigua National Bank & Trust, providing planning, relationship development, and divorce analysis services. She dedicates a few hours per week to divorce planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Obs Financial
Obs Brokerage Services, INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Essex National Securities, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations6 states
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