Megan L. Clark

BRIGHTER FINANCIAL CAPITAL MANAGEMENT

Reston, VA 20190

Some features on this profile are disabled

CRD#: 5733655

Professional summary

Megan Lee Clark is a registered financial advisor currently at BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC located in Reston, Virginia and MADISON AVENUE SECURITIES, LLC located in Reston, Virginia.

Megan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Megan has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Megan Lee Clark'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®

None

Experience

Current

April 1, 2020 - Present

BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

Office #1: 1984 Isaac Newton Sq. W Suite 203, Reston, VA 20190

RIA

CRD#: 300619

Reston, VA

Current

September 30, 2022 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 1984 Isaac Newton Sq. W. Suite 203, Reston, VA 20190

RIA

CRD#: 23224

Reston, VA

Past

June 3, 2014 - March 31, 2020

KALOS MANAGEMENT

RIA

CRD#: 133025

RESTON, VA

Past

February 14, 2014 - September 30, 2022

KALOS CAPITAL, INC.

CRD#: 44337

RESTON, VA

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".

BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

CRD#: 300619 / SEC#: 801-131484

RIA

Registered Investment Advisory firm - (11/25/2024 Approved)

Virginia

Registered Investment Advisory firm - (11/26/2024 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

Colorado
(10/4/2022)

Florida
(10/3/2022)

Illinois
(10/17/2022)

Maryland
(10/4/2022)

New York
(10/4/2022)

North Carolina
(5/24/2023)

Pennsylvania
(10/3/2022)

Texas
(9/12/2023)

IAR

Virginia
(4/1/2020)

Virginia
(9/30/2022)

Wisconsin
(8/26/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/2/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/9/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/13/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

CRD#: 300619 / SEC#: 801-131484

RIA

Registered Investment Advisory firm - (11/25/2024 Approved)

Virginia

Registered Investment Advisory firm - (11/26/2024 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1984 Isaac Newton Sq. W Suite 203, Reston, VA 20190

Mailing Address

Phone number

(703) 796-0957

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE - SEC (2/18/2026)

FORM ADV2A/2B - SEC (2/18/2026)

Regulatory assets under management

Total Number of Accounts	780
AUM (Assets Under Management)	$ 135,055,793

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Eric Bailey

OSAIC WEALTH, INC.

IAR

SILVER SPRING, MD

Eric Schaefer

EVERMAY WEALTH MANAGEMENT, LLC

IAR

ARLINGTON, VA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Megan L. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Lee Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

MADISON AVENUE SECURITIES, LLC

KALOS MANAGEMENT

KALOS CAPITAL, INC.

Primary Firm SEC Registration

BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/2/2014

Series 63

Date: 5/9/2014

SIE

Date: 10/1/2018

Series 7

Date: 2/13/2014

FINRA

Current Firm

BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors