Brian Megley
Brian Megley is a registered investment advisor at Cetera Investment Advisers LLC, based in Newport, RI, with 33 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
130 Bellevue Ave Ste 207, Newport, RI, 02840
Get directionsHistory
Regulatory History (5)
Customer Dispute
July 2023Employment Separation After Allegations
January 2013Customer Dispute
February 2009Customer Dispute
April 2005Customer Dispute
December 1999Other Business ActivitiesSells Insurance
Brian is a financial professional at Bellevue Private Wealth, LLC since 2021, dedicating full-time hours to financial services. Since 2023, he also works as an insurance agent selling life insurance and dedicates minimal time as chairperson for Rhode Island Saltwater Anglers Association.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.