MH
Megan L. Hirsch
SCHWAB WEALTH ADVISORY
Mclean, VA 22102
Some features on this profile are disabled
CRD#: 5965513
MH
Professional summary
Megan Lindsay Hirsch, who also goes by Megan Hirsch, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Mclean, Virginia and CHARLES SCHWAB & CO., INC. located in Tysons Corner, Virginia.
Megan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Megan has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Megan Hirsch
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.
Teachers Pay Teachers|Investment Related:No|Education|Curriculum Developer|2016-09-01|Hours Per Month:Less than 20|Hours Spent during Security Trading:0|Curriculum Sales
CRS (Client Relationship Summary) - RIA
Click below to view Megan Lindsay Hirsch's 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®
NoneExperience
Current
January 24, 2025 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 1650 Tysons Blvd Ste 500, Mclean, VA 22102RIA
CRD#: 159035
Mclean, VA
Current
August 7, 2023 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856RIA
BD
CRD#: 5393
Tysons Corner, VA
Past
December 5, 2023 - January 24, 2025
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Arlington, VA
Past
October 27, 2011 - January 9, 2012
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
ENGLEWOOD, CO
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".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
RIA
Registered Investment Advisory firm - (12/9/2011 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.RR
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
RR
Alabama(4/11/2025)
RR
Alaska(4/11/2025)
RR
Arizona(4/11/2025)
RR
Arkansas(4/11/2025)
RR
California(6/14/2024)
RR
Colorado(4/11/2025)
RR
Connecticut(4/11/2025)
RR
Delaware(4/11/2025)
RR
District of Columbia(6/14/2024)
RR
Florida(6/14/2024)
RR
Georgia(4/11/2025)
RR
Hawaii(4/11/2025)
RR
Idaho(4/11/2025)
RR
Illinois(4/11/2025)
RR
Iowa(4/11/2025)
RR
Kansas(4/11/2025)
RR
Kentucky(4/11/2025)
RR
Louisiana(4/11/2025)
RR
Maine(4/11/2025)
RR
Maryland(6/14/2024)
RR
Massachusetts(4/11/2025)
RR
Michigan(4/11/2025)
RR
Minnesota(4/11/2025)
RR
Mississippi(4/11/2025)
RR
Missouri(4/11/2025)
RR
Montana(4/11/2025)
RR
Nebraska(4/11/2025)
RR
Nevada(4/11/2025)
RR
New Hampshire(4/11/2025)
RR
New Jersey(4/11/2025)
RR
New Mexico(4/11/2025)
RR
New York(4/11/2025)
RR
North Carolina(6/14/2024)
RR
North Dakota(4/11/2025)
RR
Ohio(4/11/2025)
RR
Oklahoma(4/11/2025)
RR
Oregon(4/11/2025)
RR
Pennsylvania(6/14/2024)
RR
Puerto Rico(4/11/2025)
RR
Rhode Island(4/11/2025)
RR
South Carolina(6/14/2024)
RR
South Dakota(4/11/2025)
RR
Tennessee(6/14/2024)
RR
Texas(4/11/2025)
IAR
Texas(4/11/2025)
RR
Utah(4/11/2025)
RR
Vermont(4/11/2025)
RR
Virgin Islands(4/11/2025)
RR
Virginia(12/5/2023)
IAR
Virginia(1/24/2025)
RR
Washington(4/11/2025)
RR
West Virginia(4/11/2025)
RR
Wisconsin(4/11/2025)
RR
Wyoming(4/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/5/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
RIA
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Contact information
Main Address
211 Main Street, San Francisco, CA 94105-1901
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042
SEC notice filing (53 States and Territories)
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.
