Matthew B. Megin
STRATEGIC ADVISERS LLC | Financial Consultant
HENDERSON, NV
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CRD#: 4793335
Professional summary
Matthew B Megin, who also goes by Matthew Megin, Matt Megin, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Henderson, Nevada and FIDELITY BROKERAGE SERVICES LLC located in Henderson, Nevada.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Matthew has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I am honored and take immense pride in helping clients identify, plan for, manage, and progress towards their financial goals since 2004. By assisting clients with their short, intermediate, and long term financial goals through comprehensive planning and asset alignment, my relationships are built upon trust, genuineness, experience, knowledge, and reliability. My goal is to provide financial peace of mind for my clients as their trusted Financial Consultant throughout the years.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Megin | Matt Megin
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.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew B Megin'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®
NoneEducation
Springfield College
None - Business Management
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2225 Village Walk Drive Shops At Green Valley Ranch Ste, Henderson, NV 89052-5680RIA
CRD#: 104555
HENDERSON, NV
Current
March 17, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2225 Village Walk Drive, Ste 199 Shops At Green Valley Ranch, Henderson, NV 89052BD
CRD#: 7784
Henderson, NV
Past
March 18, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HENDERSON, NV
Past
May 30, 2019 - March 3, 2021
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
Las Vegas, NV
Past
May 16, 2019 - March 3, 2021
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
Las Vegas, NV
Past
October 29, 2015 - May 20, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HENDERSON, NV
Past
October 22, 2015 - May 20, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HENDERSON, NV
Past
December 23, 2013 - February 5, 2015
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
RENO, NV
Past
December 17, 2013 - February 5, 2015
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
RENO, NV
Past
February 27, 2013 - December 18, 2013
ACCELERATED CAPITAL GROUP
BD
CRD#: 41270
LAS VEGAS, NV
Past
February 21, 2013 - January 10, 2014
ASHTON THOMAS PRIVATE WEALTH
RIA
CRD#: 153902
LAS VEGAS, NV
Past
September 7, 2005 - August 3, 2012
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BOSTON, MA
Past
May 26, 2004 - August 2, 2012
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
BOSTON, MA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
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
RR
Arizona(3/17/2021)
RR
California(3/17/2021)
RR
Colorado(4/5/2021)
RR
Delaware(3/2/2024)
RR
District of Columbia(5/6/2022)
RR
Florida(4/5/2021)
RR
Georgia(4/5/2021)
RR
Hawaii(4/7/2021)
RR
Louisiana(9/24/2025)
RR
Maine(4/9/2021)
RR
Maryland(3/25/2023)
RR
Massachusetts(3/2/2024)
RR
Michigan(3/4/2022)
RR
Minnesota(9/9/2022)
RR
Montana(2/3/2025)
RR
Nebraska(9/24/2025)
RR
Nevada(3/17/2021)
IAR
Nevada(3/31/2025)
RR
New Hampshire(12/16/2024)
RR
New Jersey(9/9/2022)
RR
New Mexico(6/4/2021)
RR
New York(6/4/2021)
RR
North Carolina(1/4/2025)
RR
North Dakota(6/2/2025)
RR
Ohio(3/8/2022)
RR
Oregon(10/8/2021)
RR
Pennsylvania(3/4/2022)
RR
South Carolina(3/25/2023)
RR
South Dakota(4/7/2021)
RR
Tennessee(3/4/2022)
RR
Texas(3/17/2021)
IAR
Texas(3/31/2025)
RR
Utah(3/17/2021)
RR
Washington(6/4/2021)
RR
Wisconsin(4/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Henderson, NVTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
