Megan C. Lewis
Professional summary
Megan Cherry Lewis, who also goes by Megan Cherry Stoutsenberger, is a registered financial advisor currently at SATURNA CAPITAL CORPORATION located in Bellingham, Washington and SATURNA BROKERAGE SERVICES, INC located in Bellingham, Washington.
Megan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Megan has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Megan Cherry Lewis's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 25, 2022 - Present
SATURNA CAPITAL CORPORATION
Office #1: 101 Prospect St, Bellingham, WA 98225August 15, 2018 - Present
SATURNA BROKERAGE SERVICES, INC
Office #1: 1300 N. State Street, Bellingham, WA 98225-4730Primary Firm SEC Registration
SATURNA CAPITAL CORPORATION
CRD#: 25586 / SEC#: 801-35428, 8-41998
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/28/2018)
(11/25/2022)
Exams
Series 7TO
Date: 7/10/2020
General Securities Representative ExaminationFINRA
Current Firm
SATURNA CAPITAL CORPORATION
CRD#: 25586 / SEC#: 801-35428, 8-41998
Contact information
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 128 |
| AUM (Assets Under Management) | $ 8,624,828,208 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 01/26/2024 | ||
| 10/27/2022 |
Red Flags
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