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Meaghan Fay Buly

Mill Creek Capital Advisors, LLC

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About Meaghan Fay Buly

Meaghan Fay Buly is an Investment Advisor Representative at Mill Creek Capital Advisors, LLC, based in Conshohocken, PA. Meaghan holds both Series 63 and 65 licenses, as well as the SIE and Series 7. Prior to joining Mill Creek, Meaghan worked at Vanguard Marketing Corporation. Meaghan specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Meaghan Buly is currently registered with Mill Creek Capital Advisors, LLC. Mill Creek Capital Advisors, LLC is an investment advisor headquartered in Conshohocken, Pennsylvania. The firm manages approximately $8.2 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. They offer a range of services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
Mill Creek Capital Advisors, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$8.20B

Assets Under Management

10

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Meaghan Buly’s Registration & Firm History

PA

08/21/2024 - Present

Mill Creek Capital Advisors, LLC (CONSHOHOCKEN PA)

PA

10/11/2017 - 11/13/2020

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 08/21/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meaghan Fay Buly.
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