Megan Polizzi is a registered investment advisor, based in San Diego, CA, with 14 years of industry experience.
Location
655 W Broadway 12th Fl, San Diego, CA, 92101
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Cetera Advisors LLCBroker
August 2025 - Present · 9 mos
Cetera Financial Specialists LLCBroker
August 2025 - Present · 9 mos
Cetera Wealth Services, LLCBroker
August 2025 - Present · 9 mos
Cetera Investment Services LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
Avantax Investment Services, INC.Broker
August 2025 - September 2025 · 1 mo
Cuso Financial Services, L.P.
May 2025 - August 2025 · 3 mos
Western International Securities
May 2025 - August 2025 · 3 mos
Grove Point Investments, LLCBroker
February 2024 - August 2025 · 1 yr 6 mos
Sorrento Pacific Financial, LLCBroker
September 2022 - August 2025 · 2 yrs 11 mos
Western International Securities, INC.Broker
September 2022 - August 2025 · 2 yrs 11 mos
Cadaret, Grant & CO., INC.Broker
September 2022 - August 2025 · 2 yrs 11 mos
Next Financial Group, INC.Broker
September 2022 - August 2025 · 2 yrs 11 mos
Scf Securities, INC.Broker
September 2022 - August 2025 · 2 yrs 11 mos
Cuso Financial Services, L.P.Broker
October 2021 - August 2025 · 3 yrs 10 mos
Independent Financial Group, LLCBroker
September 2017 - December 2017 · 3 mos
Independent Financial Group, LLC
September 2017 - December 2017 · 3 mos
Uvest Financial Services Group, INC.Broker
September 2009 - April 2012 · 2 yrs 7 mos
LPL Financial LLC
June 2007 - January 2016 · 8 yrs 7 mos
LPL Financial LLCBroker
November 2005 - January 2016 · 10 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.