Paula D. Megan

CARY STREET PARTNERS

Glen Allen, VA 23060

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CRD#: 4128703

Professional summary

Paula Demars Megan, CFP®, who also goes by Paula Megan Burrichter, Paula Demars Megan, Paula Megan, is a registered financial advisor currently at CARY STREET PARTNERS located in Glen Allen, Virginia and CARY STREET PARTNERS located in Glen Allen, Virginia.

Paula is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Paula has worked at 16 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paula Megan Burrichter | Paula Demars Megan | Paula Megan

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 Paula Demars Megan's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

July 15, 2021 - Present

CARY STREET PARTNERS

Office #1: 4401 Waterfront Drive Suite 250, Glen Allen, VA 23060

RIA

CRD#: 128545

Glen Allen, VA

Current

July 15, 2021 - Present

CARY STREET PARTNERS

Office #1: 4401 Waterfront Drive Suite 250, Glen Allen, VA 23060

CRD#: 128089

Glen Allen, VA

Past

July 13, 2018 - May 5, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

August 22, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

RICHMOND, VA

Past

August 12, 2014 - May 4, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GLEN ALLEN, VA

Past

October 4, 2013 - July 29, 2014

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

July 19, 2013 - September 13, 2013

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

RICHMOND, VA

Past

June 21, 2013 - September 13, 2013

PARK AVENUE SECURITIES LLC

CRD#: 46173

RICHMOND, VA

Past

July 19, 2012 - April 29, 2013

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

RICHMOND, VA

Past

July 19, 2012 - April 29, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

RICHMOND, VA

Past

February 2, 2012 - June 28, 2012

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

RICHMOND, VA

Past

January 3, 2012 - June 28, 2012

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

RICHMOND, VA

Past

April 13, 2011 - January 3, 2012

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

STAFFORD, VA

Past

April 13, 2011 - January 3, 2012

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

STAFFORD, VA

Past

October 28, 2010 - April 8, 2011

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

RICHMOND, VA

Past

October 13, 2010 - April 8, 2011

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

RICHMOND, VA

Past

December 1, 2005 - September 22, 2010

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

MT. PLEASANT, SC

Past

November 30, 2005 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

November 30, 2005 - September 22, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

September 2, 2005 - December 31, 2005

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

August 22, 2005 - December 31, 2005

CITISTREET FINANCIAL SERVICES LLC

RIA

CRD#: 107311

GREENVILLE, SC

Past

April 13, 2004 - May 25, 2004

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

DANIEL ISLAND, SC

Past

April 13, 2004 - May 25, 2004

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

June 7, 2001 - March 10, 2004

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

CHARLESTON, SC

Past

March 17, 2000 - March 10, 2004

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

CARY STREET PARTNERS

CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

Virginia

Registered Investment Advisory firm - (3/2/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Virginia
(7/15/2021)

IAR

Virginia
(7/15/2021)

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

State Security Law Exam

IAR

Series 66

Date: 4/19/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/3/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/16/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CARY STREET PARTNERS

CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

Virginia

Registered Investment Advisory firm - (3/2/2007 Terminated)

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Contact information

Main Address

901 East Byrd Street Suite 1001, Richmond, VA 23219

Mailing Address

Phone number

(804) 340-8100

Established

Firm type

Fiscal year end

# of Employees

166

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CSPIA FORM ADV PART 2A FIRM BROCHURE DATED 06/27/2025 (6/27/2025)

CSPIA FORM ADV PART 2A WRAP BROCHURE DATED 06/27/2025 (6/27/2025)

Regulatory assets under management

Total Number of Accounts	13,853
AUM (Assets Under Management)	$ 8,263,891,736

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/22/2024	Cover Page	Report
07/25/2023	Cover Page	Report
01/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Paula D. Megan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paula Demars Megan's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARY STREET PARTNERS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CAPITAL BROKERAGE CORPORATION

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

CITISTREET EQUITIES LLC

CITISTREET FINANCIAL SERVICES LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

CARY STREET PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/19/2000

SIE

Date: 10/1/2018

Series 31

Date: 5/3/2000

Series 7

Date: 3/16/2000

FINRA

Current Firm

CARY STREET PARTNERS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CARY STREET PARTNERS

TRUST BUT VERIFY

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