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Megan Nicole Kelly

Pathstone

Alexandria, VA

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-10-26
  • VA RA
    APPROVED
    Since 2022-10-26

Branch Locations

201 N Union Street Suite 300, Alexandria, VA 22314 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bridgewater Wealth & Financial Management, Llc Bethesda MD 01/2016 12/2017
The Colony Group, Llc Boston NY 01/2018 07/2018
Dyson Capital Advisors Alexandria VA 07/2018 07/2021
Momentum Financial Planning Falls Church VA 08/2021 09/2022
Pathstone Alexandria VA 10/2022 02/2024
Pathstone Alexandria VA 02/2024 Present
  • 01/2016 → 12/2017
    Bridgewater Wealth & Financial Management, Llc
    Bethesda, MD
  • 01/2018 → 07/2018
    The Colony Group, Llc
    Boston, NY
  • 07/2018 → 07/2021
    Dyson Capital Advisors
    Alexandria, VA
  • 08/2021 → 09/2022
    Momentum Financial Planning
    Falls Church, VA
  • 10/2022 → 02/2024
    Pathstone
    Alexandria, VA
  • 02/2024 → Present
    Pathstone
    Alexandria, VA
Previous Registrations
  • 2021-08-27 → 2022-09-14
    Momentum Financial Planning
    Arlington, VA
  • 2018-08-10 → 2021-07-28
    Dyson Capital Advisors, Llc
    Alexandria, VA
  • 2018-02-27 → 2021-07-27
    Focus Partners Wealth, Llc
    Bethesda, MD
  • 2016-01-08 → 2018-03-05
    Bridgewater Wealth & Financial Management, Llc
    Bethesda, MD
  • 2015-07-28 → 2016-01-25
    Rbc Capital Markets, Llc
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-27
  • S66 Uniform Combined State Law Examination
    2015-07-27
Designations
Other Names
  • Megan Nicole Kelly
  • Megan Kelly Tutt

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
THE EDGAR LOMAX COMPANY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Cristina Gabalda
MARIO GABALDA
JOHN. W EXNER
FULTON BRIDGES
NICOLE RENEE WRIGHT
JEFFREY MARTIN CALLAN
Violet Son
Taekyung Yoon

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

More in Alexandria, VA

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