Megan Y. Stahl

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CRD#: 7670522

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Megan Ying Lee Stahl was a registered financial professional .

Megan is a previously registered financial professional and started their career in finance in 2022. Megan had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

December 11, 2022 - June 5, 2023

CONQUIS FINANCIAL LLC

RIA

CRD#: 319579

MILLBRAE, CA

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".

CONQUIS FINANCIAL LLC

CRD#: 319579 / SEC#: 801-123701

RIA

Registered Investment Advisory firm - (4/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 11/29/2022

Uniform Investment Adviser Law Examination

Current Firm

CONQUIS FINANCIAL LLC

CRD#: 319579 / SEC#: 801-123701

RIA

Registered Investment Advisory firm - (4/14/2022 Approved)

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Contact information

Main Address

1 La Cruz Avenue, Suite 202, Millbrae, CA 94030

Mailing Address

Phone number

(650) 651-3609

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CONQUIS FINANCIALL - ADV PART 2A DISCLOSURE BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 220,722,251

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.

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Megan Y. Stahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CONQUIS FINANCIAL LLC

Primary Firm SEC Registration

CONQUIS FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/29/2022

Current Firm

CONQUIS FINANCIAL LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONQUIS FINANCIAL LLC

TRUST BUT VERIFY

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