Meghan Rose Flynn
Investment adviser representative at Boston Research and Management, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$676.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Boston Research and Management, Inc.Dec 2025 to now
- UBS Financial Services Inc.Jul 2014 to now
- Gorton & Company Inc.Jan 2023 to Nov 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
Boston Research and Management, Inc.
$676.2MAssets managed
124Clients
6Advisers
35 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
- 5960585
- Firm CRD
- 107643