MEGAN K. SKINNER
Some features on this profile are disabled
CRD#: 5816138
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
MEGAN KATHLEEN SKINNER, who also goes by Megan Skinner, was a registered financial professional .
MEGAN is a previously registered financial professional and started their career in finance in 2010. MEGAN had worked at 5 firms and has passed the SIE and Series 6 exams.
Biography
Megan Skinner has worked in the financial services industry since graduating from the University of Iowa in 2010. She has a BBA in Marketing and a BA in Psychology. Megan began her career in Iowa, working for MetLife in a client and advisor services role. She moved to Austin in September 2014 and started working at a financial services firm as administrative support with various responsibilities. In June of 2016, she was hired to work as an executive assistant to Corey L. Hart. She currently supports Corey and the team as a Practice Development Manager. She is passionate about her work and her contributions to Hart Financial Group and takes pride in being part of a team who strives to help their clients any way they can.
What do you love most about being part of Hart Financial Group?
The people. I value them and they value me. The whole team is very good at what they do but the character of everyone who works here is what I noticed first and it’s what I appreciate the most.
What qualities of yours makes you well suited for your role at Hart Financial Group?
I am diligent, expressive and loyal. This role allows me the opportunity to use and explore these qualities. My team trusts me to get things done right, they allow me to work in a creative business environment and they listen to what I have to say.
What hobbies or interests do you have outside of work?
I enjoy spending my free time surrounded by friends. You’ll find us exploring anything and everything Austin has to offer, trying new restaurants, wine tasting, traveling, etc. I also enjoy keeping in touch with my family in Iowa and seeing them whenever I can.
If you had to choose another career what would you do and why?
I would own a vineyard. I love visiting wineries and learning about the process of making wine. Extensive travel would be a must in exploring different wines in different parts of the world!
What’s one experience you wish you could do all over again?
There isn’t anything I would do over again, but I wish I would have moved from Iowa sooner than I did. I love Iowa (Des Moines) but I would have liked to experience a few cities in my younger years before ending up in Austin – Denver, Chicago, Boston, Pittsburgh – just to name a few.
If you could live anywhere besides Austin, where would you live and why?
I thought Austin was the only place to live! In all reality, I wouldn’t choose anywhere else to live right now. If I had to leave Austin, I would likely go back to Iowa to be closer to family. Runner-up’s: Chicago and Denver.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Megan Skinner
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)
The CRS(Customer Relationship Summary) document is not provided.
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
University of Iowa
BBA - Marketing
University of Iowa
BA - Psychology
Experience
Past
October 19, 2020 - June 30, 2022
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
CHICAGO, IL
Past
March 25, 2017 - October 20, 2020
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
AUSTIN, TX
Past
October 23, 2012 - September 24, 2014
NEW ENGLAND SECURITIES
BD
CRD#: 615
WEST DES MOINES, IA
Past
October 23, 2012 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
AUSTIN, TX
Past
July 21, 2010 - September 24, 2014
METLIFE INVESTORS DISTRIBUTION COMPANY
BD
CRD#: 107622
WEST DES MOINES, IA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HS
HIGHTOWER SECURITIES, LLC
CCM EQUITIES, LLC | UNITED FIDUCIARY SECURITIES, LLC | HIGHTOWER SECURITIES, LLC
CRD#: 116681 / SEC#: , 8-53560
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
200 West Madison Street Suite 2500, Chicago, IL 60606-3414
Mailing Address
200 West Madison Street Suite 2500, Chicago, IL 60606-3414
Phone number
(312) 962-3800
Established
Illinois since 06/28/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| HIGHTOWER HOLDING, LLC | PARENT COMPANY | |
| BESSO, DOUGLAS JOSEPH | CTO | 1530829 |
| COVIELLO, BARRY ANTHONY | EXECUTIVE DIRECTOR, NATIONAL FIELD SUPERVISION | 1813688 |
| GRAY, KENDRA | CHIEF COMPLIANCE OFFICER | 4388082 |
| GRAY, KENDRA | MUNICIPAL PRINCIPAL | 4388082 |
| KARL, MATTHEW JAMES | PRINCIPAL FINANCIAL OFFICER (PFO) & FINOP | 5361093 |
| SMITH, SCOTT DAVID | CHIEF EXECUTIVE OFFICER | 2523535 |
Disclosures
| Regulatory Event | 5 |
| Arbitration | 1 |
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.
