Brian Mcdonald Megenity
Professional Summary
Brian Mcdonald Megenity is a registered financial advisor currently at UHY WEALTH MANAGEMENT RIA LLC located in Milton, Georgia and BLUE MONARCH FINANCIAL INC. located in Milton, Georgia. Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Brian has worked at 51 firms and has passed the Series 66, Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 62, Series 14, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
UHY WEALTH MANAGEMENT RIA LLC
Contact Information
Main Address
27725 Stansbury Blvd, Suite 385, Farmington Hills, MI 48334Phone Number
(248) 609-1610# of Employees
6SEC notice filing (50 States and Territories)
Registered to provide investment advisory services in 50 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
90AUM (Assets Under Management)
$102,590,862Similar Advisors
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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.
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Primary Firm SEC Registration
UHY WEALTH MANAGEMENT RIA LLC
State Registrations and Notice Filings
(10/24/2024)
(7/29/2024)
(8/12/2024)
(10/29/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 62 — Corporate Securities Limited Representative Examination
Passed Dec 1998SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Mcdonald Megenity's CRS (Customer Relationship Summary).
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