MG
MG

Meghan Green

10 Years of Experience
Duluth, MN
1 DisclosureBroker

Meghan Green is a registered investment advisor at Cetera Investment Advisers LLC, based in Duluth, MN, with 10 years of industry experience. Meghan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

605 W Central Entrance, Duluth, MN, 55811

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History

Regulatory History (1)
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Customer Dispute
March 2021
Denied
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2025 - Present · 11 mos
Cetera Investment Services LLCBroker
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Nylife Securities LLCBroker
August 2015 - August 2025 · 10 yrs
State Registrations1 state
MN
AdvisorBrokerBoth

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
No exam information available for this advisor.