Meagan M. Niese
Professional summary
Meagan Moe Niese, CFP®, who also goes by Meagan A Moe, Meagan Ashley Moe, Meagan Moe, is a registered financial advisor currently at TEAMWORK FINANCIAL ADVISORS, LLC located in San Antonio, Texas.
Meagan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Meagan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Meagan Moe Niese's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
February 11, 2022 - Present
TEAMWORK FINANCIAL ADVISORS, LLC
Office #1: 8 Dominion Drive Bldg 100-103, San Antonio, TX 78257August 28, 2018 - February 17, 2022
VANGUARD ADVISERS, INC.
July 18, 2018 - February 17, 2022
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
TEAMWORK FINANCIAL ADVISORS, LLC
CRD#: 165237 / SEC#: 801-114801
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/11/2022)
Exams
Current Firm
TEAMWORK FINANCIAL ADVISORS, LLC
CRD#: 165237 / SEC#: 801-114801
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,253 |
| AUM (Assets Under Management) | $ 800,455,586 |
Red Flags
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