Megan L. Brinsfield
MOTLEY FOOL WEALTH MANAGEMENT
ALEXANDRIA, VA 22314
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CRD#: 5987756
Professional summary
Megan Leslie Brinsfield, CFP® is a registered financial advisor currently at MOTLEY FOOL WEALTH MANAGEMENT, LLC located in Alexandria, Virginia.
Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Megan has worked at 1 firm and has passed the Series 66 exam.
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.
MS. BRINSFIELD IS THE OWNER/PROPRIETOR OF HOOVILLE HOUSING LLC. SHE HAS OWNED THE BUSINESS SINCE JULY 2022. HOOVILLE HOUSING LLC IS A RENTAL PROPERTY. IT IS NOT AN INVESTMENT-RELATED BUSINESS. MS. BRINSFIELD'S DUTIES INCLUDE MANAGING THE PROPERTY. SHE SPENDS APPROXIMATELY 0-5 HOURS PER MONTH ON THE BUSINESS AND DOES NOT DEVOTE ANY TIME TO THE COMPANY DURING SECURITIES TRADING HOURS. MS. BRINSFIELD IS THE OWNER/PROPRIETOR OF LITTLE HOOS LLC. SHE HAS OWNED THE BUSINESS SINCE SEPTEMBER 2023. LITTLE HOOS LLC IS A PRINT-ON-DEMAND WEBSITE FOR UVA-RELATED ITEMS. IT IS NOT AN INVESTMENT-RELATED BUSINESS. MS. BRINSFIELD'S DUTIES INCLUDE MANAGING THE BUSINESS AND DISTRIBUTING ITEMS. SHE SPENDS APPROXIMATELY 0-5 HOURS PER MONTH ON THE BUSINESS AND DOES NOT DEVOTE ANY TIME TO THE COMPANY DURING SECURITIES TRADING HOURS. MS. BRINSFIELD IS THE OWNER OF A SHORT-TERM RENTAL PARKING SPOT. SHE HAS OWNED THE SHORT-TERM RENTAL SINCE SEPTEMBER 2021. IT IS NOT AN INVESTMENT-RELATED BUSINESS. MS. BRINSFIELD'S DUTIES INCLUDES OVERSIGHT OF TENANTS, HANDLING REQUESTS, AND MANAGING RESERVATIONS. SHE SPENDS APPROXIMATELY 0-10 HOURS PER MONTH ON THE BUSINESS AND DOES NOT DEVOTE ANY TIME TO THE COMPANY DURING SECURITIES TRADING HOURS. MS. BRINSFIELD IS AN INDEPENDENT CONTRACTOR FOR OPTAVIA AS A HEALTH COACH. SHE HAS BEEN A CONTRACTOR SINCE SEPTEMBER 2021. IT IS NOT AN INVESTMENT-RELATED BUSINESS. MS. BRINSFIELD'S DUTIES INCLUDES POSTING VIDEOS ON YOUTUBE AND INSTAGRAM REGARDING HEALTHY LIVING AND WEIGHT LOSS. SHE SPENDS APPROXIMATELY 4-8 HOURS PER MONTH ON THE BUSINESS AND DOES NOT DEVOTE ANY TIME TO THE COMPANY DURING SECURITIES TRADING HOURS. MS. BRINSFIELD IS AN INDEPENDENT CONTRACTOR FOR TAX PREPARATION. SHE HAS BEEN A CONTRACTOR SINCE JANUARY 2025. IT IS NOT AN INVESTMENT-RELATED BUSINESS. MS. BRINSFIELD'S DUTIES INCLUDE ADMINISTRATIVE AND COMPLIANCE REVIEW OF INDIVIDUAL AND TRUST INCOME TAX RETURNS ON A SEASONAL BASIS. SHE SPENDS APPROXIMATELY 12-20 HOURS PER MONTH ON THE BUSINESS AND DOES NOT DEVOTE ANY TIME TO THE COMPANY DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Megan Leslie Brinsfield'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®
CFP®
Start date: 2013
Experience
Current
January 24, 2025 - Present
MOTLEY FOOL WEALTH MANAGEMENT, LLC
Office #1: 2000 Duke Street Second Floor, Alexandria, VA 22314RIA
CRD#: 165689
ALEXANDRIA, VA
Past
June 4, 2014 - January 6, 2025
MOTLEY FOOL WEALTH MANAGEMENT, LLC
RIA
CRD#: 165689
ALEXANDRIA, 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".
MF
MOTLEY FOOL WEALTH MANAGEMENT, LLC
MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC
CRD#: 165689 / SEC#: 801-77616
RIA
Registered Investment Advisory firm - (2/11/2013 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
Colorado(1/24/2025)
IAR
Virginia(1/24/2025)
Current Firm
MF
MOTLEY FOOL WEALTH MANAGEMENT, LLC
MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC
CRD#: 165689 / SEC#: 801-77616
RIA
Registered Investment Advisory firm - (2/11/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 Duke Street Second Floor, Alexandria, VA 22314
Mailing Address
Phone number
(844) 408-4390
Established
Firm type
Fiscal year end
# of Employees
52
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,406 |
| AUM (Assets Under Management) | $ 2,179,069,480 |
Red Flags
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