Colleen L Mcgettrick
Investment adviser representative at Martha's Vineyard Investment Advisors, LLC
14 yearsExperience
1 stateRegistered in
$342.9MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Martha's Vineyard Investment Advisors, LLCMay 2025 to now
- LPL Financial, LLCMay 2025 to now
- Martha's Vineyard BankApr 2025 to now
- Bank of America, N.A.Jan 2024 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2023 to Mar 2025
- Career BreakOct 2012 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Martha's Vineyard Investment Advisors, LLC
$342.9MAssets managed
371Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5229830
- Firm CRD
- 291599