Megan Smith is a registered investment advisor at Cetera Investment Advisers LLC, based in Kirkwood, PA, with 8 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
405 Maple Shade Road, Kirkwood, PA, 17536
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Megan volunteers as a treasurer for the Blue Mountain School District, assisting with student events and PTO expenses. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Investment Services, INC.Broker
State Registrations1 state
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