Meghan Hyland has been President & Secretary of Westhill Financial Advisors since March 2024, is a control person of the firm and directly owns under 5% of it. Meghan Hyland holds an MBA from Pepperdine University. Meghan Hyland studied at Dominican University of California.
Westhill Financial Advisors, Inc. is a San Rafael, CA firm with $789M under management, 426 clients and 6 advisers across 12 offices, as of its August 2026 filing.
Meghan Hyland is President and a Managing Principal of WestHill Financial Advisors. She joined WestHill in 2015 and leads the firm's long-term vision, working to expand its reach while building a workplace focused on purpose and employee fulfillment.
- – present · 10 yearsSan Rafael, CA · Adviser representative · Firm CRD 152506
Investment adviser representative registrations
Meghan Hyland is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2016; the most recent is Texas, in December 2024.
- CaliforniaSince 5 February 2016
- TexasResidentSince 14 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Meghan Murphy Hyland
- CRD
- 6515535
- Firm
- Westhill Financial Advisors · CRD 152506
- Role
- President & Secretary
- Office
- 999 FIFTH AVE., SUITE 300, San Rafael, CA 94901
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westhillfa.com
Where does Meghan Hyland work?
Meghan Hyland has been President & Secretary of Westhill Financial Advisors, Inc. since March 2024, and is a control person of the firm.
Is Meghan Hyland a financial advisor?
Yes. Meghan Hyland has a current investment-adviser registration in California and Texas, through Westhill Financial Advisors since February 2016.
How many years of experience does Meghan Hyland have?
Meghan Hyland has 10 years in the financial industry, since February 2016, across 1 adviser firm.
What exams has Meghan Hyland passed?
Meghan Hyland passed the Series 65 in February 2016.
Where is Meghan Hyland based?
Meghan Hyland’s registered office is in San Rafael, CA.
Is Meghan Hyland registered with FINRA?
No. Meghan Hyland has no current broker registration.
How can I verify Meghan Hyland’s record?
Search CRD 6515535 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Meghan Hyland’s full registration record.
