Devin M. Mcgilloway

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CRD#: 1873785

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Devin Michael Mcgilloway, who also goes by Devin Mcgilloway, was a registered financial professional .

Devin is a previously registered financial professional and started their career in finance in 1988. Devin had worked at 7 firms and has passed the Series 65, Series 7, Series 2 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Devin Mcgilloway

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.DEVIN M. MCGILLOWAY, INC; MONTEREY/CA; MANAGING MEMBER, CPA; START DATE: 08/1987; TAX CONSULTING; INVESTMENT RELATED; DEVOTE ABOUT 10 HOURS/MONTH AND 2 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: TAX ADVICE AND PREPARATION 2.PARAGON INVESTMENTS OF IDAHO; JEROME/ID; MANAGING PARTNER; START DATE: 06/2006; FARMING; NON-INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: REVIEW FARM CONTRACTS AND FARM MAINTENANCE

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 15, 2022 - April 25, 2023

MERIDIAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 151523

Monterey, CA

Past

September 8, 2009 - December 12, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

MONTEREY, CA

Past

September 8, 2009 - December 31, 2010

LPL FINANCIAL LLC

CRD#: 6413

MONTEREY, CA

Past

December 2, 2008 - September 8, 2009

ASSOCIATED SECURITIES CORP.

RIA

CRD#: 12969

MONTEREY, CA

Past

December 1, 2008 - September 8, 2009

ASSOCIATED SECURITIES CORP.

CRD#: 12969

MONTEREY, CA

Past

September 17, 2007 - April 19, 2011

STRATEGIC WEALTH ADVISORS GROUP

RIA

CRD#: 140977

MONTERAY, CA

Past

September 11, 2003 - December 2, 2008

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

MONTEREY, CA

Past

November 2, 1999 - March 17, 2022

DFG WEALTH ADVISORS

RIA

CRD#: 127703

Monterey, CA

Past

July 10, 1989 - December 2, 2008

FSC SECURITIES CORPORATION

CRD#: 7461

MONTEREY, CA

Past

September 15, 1988 - July 13, 1989

INTERCAL SECURITIES CO.

CRD#: 6284

SACRAMENTO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA

Registered Investment Advisory firm - (10/14/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/10/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/6/2005

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 9/15/1988

Non-Member General Securities Examination

General Industry/Product Exam

Series 6

Date: 9/13/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA

Registered Investment Advisory firm - (10/14/2009 Approved)

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Contact information

Main Address

100 W Main Street Suite 450, Lexington, KY 40507

Mailing Address

Phone number

(859) 543-4516

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH MANAGEMENT FORM ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	8,802
AUM (Assets Under Management)	$ 3,885,527,411

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Devin M. Mcgilloway

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ASSOCIATED SECURITIES CORP.

ASSOCIATED SECURITIES CORP.

STRATEGIC WEALTH ADVISORS GROUP

FSC SECURITIES CORPORATION

DFG WEALTH ADVISORS

FSC SECURITIES CORPORATION

INTERCAL SECURITIES CO.

Primary Firm SEC Registration

MERIDIAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/10/1999

Series 7

Date: 12/6/2005

Series 2

Date: 9/15/1988

Series 6

Date: 9/13/1988

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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