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Brian Michael Megibow

Brian M. Megibow

BROADEN WEALTH LLC | Financial Advisor
FORT MYERS, FL 33912
Some features on this profile are disabled
CRD#: 3083501
Brian Michael Megibow

Professional summary

Brian Michael Megibow is a registered financial advisor currently at BROADEN WEALTH LLC located in Fort Myers, Florida.

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

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Michael Megibow's CRS (Customer Relationship Summary).

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

BROADEN WEALTH LLC

Office #1: 13461 Parker Commons Blvd Suite 206, Fort Myers, FL 33912
RIA
CRD#: 338314
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)
IAR
Texas
(2/3/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/7/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 12/28/1999
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/8/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/7/2005
General Securities Principal Examination

Current Firm

BW
BROADEN WEALTH LLC
BROADEN WEALTH LLC

CRD#: 338314 / SEC#:

Florida
Registered Investment Advisory firm - (11/14/2025 Approved)
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Contact information

Main Address
13461 Parker Commons Blvd Suite 206, Fort Myers, FL 33912
Mailing Address
Phone number
(239) 219-1750
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

BROADEN WEALTH LLC

Financial AdvisorCRD#: 338314Fort Myers, FL 33912

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Contact information

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