Megan M. Petruska
Professional summary
Megan Marie Petruska, who also goes by Megan Marie Kasimirsky, is a registered financial advisor currently at MFA WEALTH ADVISORS, LLC located in Pittsburgh, Pennsylvania and MORALIS TECHNOLOGIES, LLC located in Pittsburgh, Pennsylvania.
Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Megan has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Megan Marie Petruska's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 14, 2015 - Present
MFA WEALTH ADVISORS, LLC
Office #1: 650 Washington Road Suite 8000, Pittsburgh, PA 15228November 24, 2021 - Present
MORALIS TECHNOLOGIES, LLC
Office #1: 650 Washington Rd Suite 8000, Pittsburgh, PA 15228May 4, 2007 - October 6, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
MFA WEALTH ADVISORS, LLC
CRD#: 171984 / SEC#: 801-79952
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/14/2015)
Exams
Current Firm
MFA WEALTH ADVISORS, LLC
CRD#: 171984 / SEC#: 801-79952
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,045 |
| AUM (Assets Under Management) | $ 529,052,412 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 01/07/2025 | ||
| 01/29/2024 |
Red Flags
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