Meghan Nalty-Roach, financial advisor Denver CO

Meghan Nalty-Roach

CRD Number: 6949151
Current Firm: Triumph Capital Management

Meghan Nalty-Roach (CRD# 6949151) is an Investment Advisor Representative working at Triumph Capital Management in Denver, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Triumph Capital Management Denver, CO May 2018 - Current 4
Schooling (highschool And College) Fort Collins, CO Jan 2009 - Apr 2018 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Meghan C. Nalty-Roach
Phone Number: 720-399-5555
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    412
    MILLIONS
  • Total Number of Accounts
    3,425
    ACCOUNTS
  • Average Account Value
    $120,264
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MI, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, TN, TX, WA, WI, WY

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