# MAUREEN A. WHELAN

MAUREEN A. WHELAN of CORTLANDT MANOR, NY is an SEC-registered investment adviser.

## Registration

- CRD: 140357
- Type: SEC-registered investment adviser
- SEC file number: 801-122165
- Location: 2127 CROMPOND ROAD, SUITE 104C, CORTLANDT MANOR, NY, 10567
- Phone: 914-257-3446
- Latest filing: 2026-03-02
- Regulatory AUM: $77.4M
- Discretionary AUM: $77.4M
- Clients: 1
- Accounts: 148

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Maureen Ann Whelan | OWNER/ CHIEF COMPLIANCE OFFICER | — |
| WHELAN MAUREEN ANN | OWNER/ CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140357/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140357/similar
- Related entities: https://search.stillhousedata.com/firm/140357/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140357

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.