Brett B Megrue

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 10/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 10/2018 → 08/2020
  Texas Capital Bank
  Dallas, TX
• 01/2019 → 08/2020
  Kingsbridge
  San Diego, CA
• 09/2020 → 11/2020
  Unemployed
  Richardson, TX
• 02/2022 → 03/2023
  Transamerica Financial Advisors, Inc
  Johns Creek, GA
• 02/2022 → 03/2023
  World Financial Group, Inc.
  Johns Creek, GA
• 12/2020 → 02/2022
  D.A. Davidson And; Co.
  Lincoln, NE
• 01/2019 → 08/2020
  Kingswood Capital Partners
  San Diego, CA
• 10/2018 → 08/2020
  Texas Capital Bank
  Richardson, TX
• 03/2023 → Present
  Royal Alliance Associates, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-02-24 → 2023-03-27
  Transamerica Financial Advisors, Llc
  Johns Creek, GA
• 2020-12-22 → 2022-02-22
  D.A. Davidson & Co.
  Lincoln, NE
• 2009-10-23 → 2018-10-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Boston, MA
  Dallas, TX
• 2007-07-23 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Dallas, TX
  Dallas, TX
  Boston, MA
• 2003-06-24 → 2007-07-19
  Ameriprise Financial Services, Llc
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE

Other Businesses

1. BRETT B. MEGRUE POSITION: Executor/Limited Agent Authorization NATURE: Executor/Limited Agent for investments at Vanguard. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2025 ADDRESS: 8808 Buckley Creek Rd, Lincoln NE 68520, United States DESCRIPTION: Limited agent for Vanguard accounts - buy, sell exchange Vanguard mutual funds or stocks, bonds and othersecurities and contracts relating to the same; transfer or invest assets between Vanguard accounts solely owned byLarry and/or Patricia Wehrle; Request distributions from Wehrle accounts be payable to the Wehrle's address ofrecord or their bank account on record; review monthly budget to verify enough funds are available to meet theirneeds.

Exams

• S66 Uniform Combined State Law Examination
  2003-06-02
• S63 Uniform Securities Agent State Law Examination
  1999-01-11

Other Names

• Brett B Megrue
• Brett Brandon Megrue