Meghan
Rooney
Icapital, LLC
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About this Advisor
Meghan Rooney is a financial advisor based out of Boston, Massachusetts with a total of 6 years of relevant experience. Rooney is on the advisory team at Icapital, LLC. Rooney has gained experience at Icapital, LLC, Shanahan Sound and M.E.R. Joolz. Rooney holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Massachusetts and New Hampshire. Icapital, LLC is a business that has its headquarters in Boston, MA. It has $959 million in assets under management among its 520 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 520 accounts, 24% are held by high-net-worth investors who have more than $1 million in investable assets. Icapital, LLC provides a broad array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fees largely vary depending on which services are offered. Fees charged by Icapital, LLC most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Icapital, LLC Brokerage Details
$958,495,144
10
520
$1,843,260
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Meghan Rooney Work History
Meghan has been registered as a financial advisor for 6 years.*
Icapital, LLC
M.E.R. Joolz
Icapital, LLC
Shanahan Sound
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Meghan Rooney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Icapital, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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