Megan Bach
Megan Bach is a registered investment advisor at Cetera Investment Advisers LLC, based in Buffalo, NY, with 14 years of industry experience. Megan 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
3635 Genesee St, Buffalo, NY, 14225
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Megan sells fixed insurance products including life, disability, and long-term care, dedicating a few hours per week. She also uses "Jordan Wealth Management" as a DBA for marketing, spending nearly full-time hours on this. Additionally, Megan is involved in regional recruiting, serves as VP of Finance for a swim and tennis club, and is a co-troop leader for Girl Scouts.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.Broker
State Registrations5 states
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