Megan Munn Lyons

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 09/2020 → Present
  Equitable Advisors, Llc
  New York, NY
• 09/2005 → Present
  Jazzercise, Inc.
  Erie, PA
• 06/2015 → 02/2020
  Erie Insurance
  Erie, PA
• 06/2020 → 09/2020
  Equitable Advisors, Llc
  Erie, PA

Other Businesses

1.JAZZERCISE INC., NOT INVESTMENT-RELATED, 2503 W 15TH STREET, STE 2, ERIE, PA 16505, FRANCHISE - FITNESS INDUSTRY, INSTRUCTOR, 09/2005 - START DATE, 16 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS, INSTRUCT JAZZERCISE CLASSES. 2. Power of Attorney for my mother, Jotha Munn, in the event she becomes incapacitated. Start date: 06/30/2022.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-21

Other Names

• Megan Sundberg