Kevin W. Megargel

VISO WEALTH MANAGEMENT LLC

MOORESTOWN, NJ

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CRD#: 4993035

Professional summary

Kevin Wayne Megargel, CFA, CFP®, who also goes by Kevin W Megargel, is a registered financial advisor currently at VISO WEALTH MANAGEMENT LLC located in Moorestown, New Jersey.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kevin has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin W Megargel

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 Kevin Wayne Megargel'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Experience

Current

July 28, 2025 - Present

VISO WEALTH MANAGEMENT LLC

RIA

CRD#: 336227

MOORESTOWN, NJ

Past

April 4, 2023 - April 1, 2025

SAGE FINANCIAL GROUP INC.

RIA

CRD#: 116574

WEST CONSHOHOCKEN, PA

Past

September 20, 2007 - March 15, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

April 2, 2007 - June 7, 2007

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

WASHINGTON, DC

Past

April 2, 2007 - June 7, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

WASHINGTON, DC

Past

October 10, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

WASHINGTON, DC

Past

September 27, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

WASHINGTON, DC

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

New Jersey
(7/28/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/6/2006

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: 10/12/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/26/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/8/2017

Investment Company Products/Variable Contracts Principal Examination

Current Firm

VISO WEALTH MANAGEMENT LLC

VISO WEALTH MANAGEMENT LLC | VISO WEALTH MANAGEMENT, LLC

CRD#: 336227 / SEC#:

New Jersey

Registered Investment Advisory firm - (7/28/2025 Approved)

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Contact information

Main Address

Moorestown, NJ

Mailing Address

Phone number

(609) 706-6082

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Kevin W. Megargel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Wayne Megargel's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAGE FINANCIAL GROUP INC.

VANGUARD MARKETING CORPORATION

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2006

SIE

Date: 10/1/2018

Series 31

Date: 10/12/2006

Series 7

Date: 9/26/2006

Series 26

Date: 6/8/2017

Current Firm

VISO WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

VISO WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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