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Meghan Railey

Meghan Railey

OPTAS
DRIPPING SPRINGS, TX 78620
Some features on this profile are disabled
CRD#: 5570937
Meghan Railey

Professional summary

Meghan Railey, CFP®, who also goes by Meghan M Chavez, Meghan Michelle Chavez, is a registered financial advisor currently at OPTAS, LLC located in Dripping Springs, Texas.

Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Meghan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Meghan M Chavez | Meghan Michelle Chavez

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 Meghan Railey'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

Start date: 2012

Experience

Current

May 7, 2019 - Present

OPTAS, LLC

Office #1: 15431 Fitzhugh Rd Suite 203, Dripping Springs, TX 78620
RIA
CRD#: 299965
DRIPPING SPRINGS, TX
Past

April 1, 2010 - May 8, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SAN FRANCISCO, CA
Past

April 1, 2010 - May 8, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SAN FRANCISCO, CA
Past

November 27, 2008 - April 12, 2010

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SAN FRANCISCO, CA
Past

September 12, 2008 - April 12, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN FRANCISCO, CA

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".
OL
OPTAS, LLC
OPTAS, LLC | VASI, LLC

CRD#: 299965 / SEC#: 801-115209

RIA
Registered Investment Advisory firm - (5/3/2019 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.

Highlighted states indicate IAR registrations

IAR
California
(5/7/2019)
IAR
Texas
(6/30/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/26/2008
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 7
Date: 9/11/2008
General Securities Representative Examination

Current Firm

OL
OPTAS, LLC
OPTAS, LLC | VASI, LLC

CRD#: 299965 / SEC#: 801-115209

RIA
Registered Investment Advisory firm - (5/3/2019 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
15431 Fitzhugh Rd Suite 203, Dripping Springs, TX 78620
Mailing Address
Phone number
(888) 284-7139
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts660
AUM (Assets Under Management)$ 741,352,124

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
Report
10/23/2024
Cover Page
Report
02/08/2024
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.

Company Information

OPTAS, LLC

CRD#: 299965Dripping Springs, TX 78620

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