MAUREEN A. WHELAN

MAUREEN A. WHELAN of CORTLANDT MANOR, NY is an SEC-registered investment adviser (CRD 140357). Regulatory assets under management: $77.4M.

Registration

• CRD: 140357
• SEC file number: 801-122165
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 140357 on SEC IAPD (source of record)
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