Meagan H. Rogers

FSA WEALTH MANAGEMENT

Needham, MA 02494

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CRD#: 5882691

Professional summary

Meagan Hilary Rogers, CFP®, who also goes by Meagan Hilary Swanson, is a registered financial advisor currently at FSA WEALTH MANAGEMENT, LLC located in Needham, Massachusetts.

Meagan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Meagan has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Meagan Hilary Swanson

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 Meagan Hilary Rogers'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

Experience

Current

October 16, 2018 - Present

FSA WEALTH MANAGEMENT, LLC

Office #1: 144 Gould Street Suite 120, Needham, MA 02494

RIA

CRD#: 288525

Needham, MA

Past

March 12, 2018 - August 6, 2018

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

WALTHAM, MA

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".

FSA WEALTH MANAGEMENT, LLC

FINANCIAL STRATEGY ASSOCIATES, INC. | HESLOP & MORRISSEY | FSA WEALTH MANAGEMENT, LLC | FSA WEALTH MANAGEMENT

CRD#: 288525 / SEC#: 801-110991

RIA

Registered Investment Advisory firm - (8/11/2017 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

Massachusetts
(10/16/2018)

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

Current Firm

FSA WEALTH MANAGEMENT, LLC

FINANCIAL STRATEGY ASSOCIATES, INC. | HESLOP & MORRISSEY | FSA WEALTH MANAGEMENT, LLC | FSA WEALTH MANAGEMENT

CRD#: 288525 / SEC#: 801-110991

RIA

Registered Investment Advisory firm - (8/11/2017 Approved)

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Contact information

Main Address

144 Gould Street Suite 120, Needham, MA 02494

Mailing Address

Phone number

(781) 455-1020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FINANCIAL STRATEGY ASSOCIATES DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS AND PRIVACY POLICY (3/4/2025)

Regulatory assets under management

Total Number of Accounts	916
AUM (Assets Under Management)	$ 459,346,139

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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Meagan H. Rogers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meagan Hilary Rogers's CRS (Customer Relationship Summary).

Certified licenses

Experience

FSA WEALTH MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

FSA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

FSA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FSA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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