Meredith Bowen Fennebresque
Investment adviser representative at Beatrice Advisors LP
15 yearsExperience
1 stateRegistered in
$282.3MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Beatrice Advisors LPApr 2024 to now
- Seven Bridges AdvisorsJan 2022 to Feb 2024
- Seven Bridges AdvisorsNov 2011 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Beatrice Advisors LP
$282.3MAssets managed
20Clients
5Advisers
1 yearIn 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
- 7986593
- Firm CRD
- 332668