Eileen Monahan has been an investment adviser representative at Nvest Financial since December 2024, and is not listed among the firm’s executive officers or direct owners.
Nvest Financial, LLC is a Portsmouth, NH firm with $688M under management, 809 clients and 5 advisers across 4 offices, as of its August 2026 filing.
Eileen Monahan’s longest registration was 22 years at Commonwealth Financial Network (2002–2025). Before joining Nvest Financial in 2024, Eileen Monahan was registered through Commonwealth Financial Network.
- Commonwealth Financial Network– · 22 yearsPortland, ME · Adviser representative · Firm CRD 8032
Investment adviser representative registrations
Eileen Monahan is registered as an investment adviser representative in 2 states. Each was approved in December 2024.
- MaineSince 2 December 2024
- New HampshireSince 4 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 September 2002 |
| Series 7 | General Securities Representative Examination | 14 March 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 January 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 August 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Eileen Marian Monahan
- CRD
- 1056869
- Firm
- Nvest Financial · CRD 128868
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1982
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Eileen Monahan work?
Eileen Monahan is an investment adviser representative registered through Nvest Financial, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Eileen Monahan a financial advisor?
Yes. Eileen Monahan has a current investment-adviser registration in Maine and New Hampshire, through Nvest Financial since December 2024.
How many years of experience does Eileen Monahan have?
Eileen Monahan has 44 years in the financial industry, since September 1982, across 2 adviser firms.
What exams has Eileen Monahan passed?
Eileen Monahan has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in August 1982. FINRA credited Eileen Monahan with the SIE, which began in October 2018.
Is Eileen Monahan registered with FINRA?
Yes. Eileen Monahan has a current broker registration, under CRD 1056869.
Source: FINRA BrokerCheck
How can I verify Eileen Monahan’s record?
Search CRD 1056869 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Eileen Monahan’s full registration record.
