Meghan R. Dodge

OPINICUS

TAMPA, FL 33629

CRD#: 8036873

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Professional summary

Meghan Rose Dodge is a registered financial advisor currently at OPINICUS located in Tampa, Florida.

Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Meghan has worked at 1 firm and has passed the SIE exam.

At a Glance

Always 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) - RIA

Click below to view Meghan Rose Dodge'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®

None

Experience

Current

February 21, 2025 - Present

OPINICUS

Office #1: 3014 West Palmira Ave Ste. 201, Tampa, FL 33629

RIA

CRD#: 168344

TAMPA, FL

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".

OPINICUS

OPINICUS | OPINICUS WEALTH MANAGEMENT | OPINICUS CAPITAL, INC. | OPINICUS CAPITAL

CRD#: 168344 / SEC#: 801-121369

RIA

Registered Investment Advisory firm - (6/1/2021 Approved)

Florida

Registered Investment Advisory firm - (6/8/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (6/15/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/8/2021 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

Florida
(2/21/2025)

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

General Industry/Product Exam

SIE

Date: 5/10/2023

Securities Industry Essentials Examination

Current Firm

OPINICUS

OPINICUS | OPINICUS WEALTH MANAGEMENT | OPINICUS CAPITAL, INC. | OPINICUS CAPITAL

CRD#: 168344 / SEC#: 801-121369

RIA

Registered Investment Advisory firm - (6/1/2021 Approved)

Florida

Registered Investment Advisory firm - (6/8/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (6/15/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/8/2021 Terminated)

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Contact information

Main Address

3014 West Palmira Ave Ste. 201, Tampa, FL 33629

Mailing Address

Phone number

(813) 443-4767

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OPINICUS ANNUAL ADV PART 2A (3/3/2026)

Regulatory assets under management

Total Number of Accounts	1,330
AUM (Assets Under Management)	$ 297,062,482

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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Meghan R. Dodge

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Rose Dodge's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPINICUS

Primary Firm SEC Registration

OPINICUS

State Registrations and Notice Filings

Exams

SIE

Date: 5/10/2023

Current Firm

OPINICUS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OPINICUS

TRUST BUT VERIFY

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