This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 9, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jan 25, 2024

First registration

Nov 9, 2007

Dual registered

yes, broker-dealer

Other names

COLLEEN LYNNE MEARS|Colleen Lynne McGettrick

IAPD individual key

5229830

• Occurred

  Mar 28, 2025
  Advisor changed firm

  Colleen L Mcgettrick left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Martha'S Vineyard Investment Advisors, Llc (registered 2025-05-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cae8bad3-0fd6-aec1-e5c0-86e2123fc591

First observed

Nov 9, 2007

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.