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Matt Megary

31 Years of Experience
Alexandria, VA
Broker

Matt Megary is a registered investment advisor at Wells Fargo Advisors, based in Alexandria, VA, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

99 Canal Canter Plz, Suite 310, Alexandria, VA, 22314

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matt has a 40% ownership in Riverfront Wealth Advisor LLC and 100% ownership in Riverfront Wealth MM LLC, both investment-related businesses. He dedicates full-time hours to each, with one hour per day during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
April 2014 - May 2024 · 10 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2014 - May 2024 · 10 yrs 2 mos
Deutsche Bank Securities INC.
November 2004 - April 2014 · 9 yrs 5 mos
Deutsche Bank Securities INC.Broker
January 2001 - April 2014 · 13 yrs 3 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
December 1994 - September 1997 · 2 yrs 9 mos
State Registrations48 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matt Megary - Financial Advisor | TrueAdvisor