Megan Grehan, financial advisor New York NY

Megan Grehan

CRD Number: 6686598
Current Firm: Fidelity Personal And Workplace Advisors

Megan Grehan (CRD# 6686598) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services New York, NY Jun 2020 - Current < 1
Ubs Financial Services Inc. New York, NY Aug 2016 - May 2020 3
Self-employed Hobe Sound, FL Oct 2014 - Jun 2016 1
Self-employed Nashville, TN Jun 2012 - Sep 2014 2
The Pasta Shoppe Nashville, TN Aug 2011 - May 2012 < 1
Full-time Education Nashville, TN Aug 2007 - May 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2016
Contact Info for Megan Grehan
Phone Number: 617-563-7000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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