Michael Meggyesy
Michael Meggyesy is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Bellingham, WA, with 30 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
Location
12 Bellwether Way, Suite 238, Bellingham, WA, 98225
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2002Customer Dispute
February 2002Customer Dispute
August 2001Other Business Activities
Michael jointly owns a single-family residential building through Buckwheat's Guide Shack, LLC, and is a limited partner (46% owner) in Corner Taphouse LLC. He spends a few hours per week on the taphouse.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
RBC Dain Rauscher INC.Broker
RBC Dain Rauscher INC.
Dain Rauscher IncorporatedBroker
Pruco Securities CorporationBroker
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.
Exams
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