Meghan T. Tait

FINANCIAL COACH

West Chester, PA 19380

Some features on this profile are disabled

CRD#: 6159712

Professional summary

Meghan Theresa Tait, CFP®, who also goes by Meghan Tait, is a registered financial advisor currently at FINANCIAL COACH located in West Chester, Pennsylvania.

Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Meghan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Insurance Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Meghan Tait

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.

1. 08/11/2016: Saints Simon & Jude Church - Outside/W-2 Employment - Not Investment Related - 8 Cavanaugh Court West Chester, PA 19382 - Started 08/15/2016 - 10 Hr/Mo - Field Hockey Coach

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Theresa Tait'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

Start date: 2016

Experience

Current

February 10, 2016 - Present

FINANCIAL COACH

Office #1: 940 E. Boot Rd. Suite 101, West Chester, PA 19380

RIA

CRD#: 170478

West Chester, PA

Past

December 22, 2014 - January 28, 2017

LPL FINANCIAL LLC

CRD#: 6413

WEST CHESTER, PA

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".

FINANCIAL COACH

FC ADVISORY, LLC | THE FINANCIAL COACH GROUP | NEW WEALTH PROJECT | MULHERN IV, OWEN F. | FINANCIAL COACH

CRD#: 170478 / SEC#: 801-81042

RIA

Registered Investment Advisory firm - (2/26/2015 Approved)

Florida

Registered Investment Advisory firm - (2/26/2015 Terminated)

Pennsylvania

Registered Investment Advisory firm - (2/27/2015 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/10/2016)

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

State Security Law Exam

IAR

Series 66

Date: 5/16/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/2014

General Securities Representative Examination

Current Firm

FINANCIAL COACH

FC ADVISORY, LLC | THE FINANCIAL COACH GROUP | NEW WEALTH PROJECT | MULHERN IV, OWEN F. | FINANCIAL COACH

CRD#: 170478 / SEC#: 801-81042

RIA

Registered Investment Advisory firm - (2/26/2015 Approved)

Florida

Registered Investment Advisory firm - (2/26/2015 Terminated)

Pennsylvania

Registered Investment Advisory firm - (2/27/2015 Terminated)

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

940 E. Boot Rd. Suite 101, West Chester, PA 19380

Mailing Address

Phone number

(484) 887-0452

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

ADV PART 2A - FC ADVISORY, LLC (1/15/2025)

Regulatory assets under management

Total Number of Accounts	717
AUM (Assets Under Management)	$ 346,775,812

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

Lawrence Springer

OSAIC WEALTH, INC.

IAR

Hockessin, DE

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Meghan T. Tait

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Theresa Tait's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL COACH

LPL FINANCIAL LLC

Primary Firm SEC Registration

FINANCIAL COACH

State Registrations and Notice Filings

Exams

Series 66

Date: 5/16/2015

SIE

Date: 1/28/2017

Series 7

Date: 12/21/2014

Current Firm

FINANCIAL COACH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL COACH

TRUST BUT VERIFY

Contact information

Similar Advisors