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Brian Michael Megibow

Brian M. Megibow

FORT MYERS, FL 33912
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CRD#: 3083501
Brian Michael Megibow

Professional summary


Brian Michael Megibow was a registered financial advisor .

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brian had worked at 9 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


What are your service offerings?
Retirement Income Strategies
Investment Management
Insurance
Are you a "fiduciary"?
Yes

Aliases


None

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.
-independent licensed insurance agent

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


Current

November 14, 2025 - Present

Office #1: 13461 Parker Commons Blvd Suite 206, Fort Myers, FL 33912
FORT MYERS, FL
Past

May 2, 2025 - June 4, 2025

AUSDAL FINANCIAL PARTNERS, INC.

BD
CRD#: 7995
FT. MYERS, FL
Past

January 29, 2025 - March 5, 2025

FOURSTAR WEALTH ADVISORS, LLC

RIA
CRD#: 169613
Fort Myers, FL
Past

May 25, 2017 - January 16, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Fort Myers, FL
Past

May 25, 2017 - January 16, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Fort Myers, FL
Past

November 7, 2016 - June 1, 2017

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
TAMPA, FL
Past

May 12, 2005 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
TAMPA, FL
Past

March 9, 2005 - June 1, 2017

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
TAMPA, FL
Past

October 16, 2003 - January 24, 2005

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 111757
FORT MYERS, FL
Past

March 14, 2003 - October 15, 2003

AMSOUTH INVESTMENT SERVICES, INC.

RIA
CRD#: 15692
FT. MYERS, FL
Past

March 16, 2001 - January 14, 2005

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
BIRMINGHAM, AL
Past

March 9, 1999 - February 21, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(11/14/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/7/1999
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 12/28/1999
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


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Company Information


No current employment

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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