Megan Donnelly has been President & CCO of Quabbin Advisors since September 2009, is a control person of the firm and directly owns 75% or more of it. Megan Donnelly holds an MBA from Kenan-Flagler Business School, University of North Carolina at Chapel Hill and a BA in Anthropology from the University of Massachusetts Amherst.
Quabbin Advisors, LLC is an Amherst, MA firm with $110M under management, 47 clients and 1 adviser in one office, as of its June 2026 filing.
Megan Donnelly is Founder and President of Quabbin Advisors, based in Amherst, Massachusetts. Earlier roles include Senior Relationship Manager, Corporate Banking, at Wells Fargo Bank, N.A. and Relationship Manager, Non-Profit Lending, at Citizens Bank. Before that, various roles at Wachovia Bank, N.A. and Wachovia Securities, including Associate in Securitizations, Equity Research, and Corporate Origination and Relationship Manager for Corporate Banking.
Professional designations
Listed by Quabbin Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Chartered Financial Consultant® (ChFC®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Megan Donnelly is registered as an investment adviser representative in 3 states. The first approvals date from January 2012; the most recent is New Hampshire, in March 2021.
- MassachusettsSince 14 February 2012
- New HampshireSince 11 March 2021
- PennsylvaniaSince 31 January 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 12 April 1999 |
| Series 7 | General Securities Representative Examination | 2 February 1999 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Megan Aileen Donnelly
- CRD
- 3177570
- Firm
- Quabbin Advisors · CRD 160019
- Role
- President & CCO
- Office
- 447 West Street, Amherst, MA 01002
- Registration
- Investment adviser registration
- In the industry since
- January 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- quabbinadvisors.com
Where does Megan Donnelly work?
Megan Donnelly has been President & CCO of Quabbin Advisors, LLC since September 2009, and is a control person of the firm.
Is Megan Donnelly a financial advisor?
Yes. Megan Donnelly has a current investment-adviser registration in Massachusetts, New Hampshire and Pennsylvania, through Quabbin Advisors since January 2012.
How many years of experience does Megan Donnelly have?
Megan Donnelly has 14 years in the financial industry, since January 2012, across 1 adviser firm.
What exams has Megan Donnelly passed?
Megan Donnelly has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in February 1999.
Where is Megan Donnelly based?
Megan Donnelly’s registered office is in Amherst, MA.
Is Megan Donnelly registered with FINRA?
No. Megan Donnelly has no current broker registration.
Is Megan Donnelly a CFP?
Quabbin Advisors lists Megan Donnelly with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Megan Donnelly’s record?
Search CRD 3177570 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Donnelly’s full registration record.