Matthew Megin (CRD# 4793335) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Henderson, NV and has over 19 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 2556216
Transamerica Financial Advisors, Inc.
CRD# 6868166
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Henderson, NV | Mar 2021 - Current | 3 |
| Citigroup | Henderson, NV | May 2019 - Feb 2021 | 1 |
| Bank Of America, Na. | Henderson, NV | Oct 2015 - May 2019 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Henderson, NV | Oct 2015 - May 2019 | 3 |
| Unemployed | Henderson, NV | Jul 2015 - Oct 2015 | < 1 |
| Arcis Golf Dba Desert Pines Golf Club | Las Vegas, NV | Feb 2015 - Jul 2015 | < 1 |
| Valic Financial Advisors, Inc. | Reno, NV | Dec 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
- NV
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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