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Megan Erin Tan

Strategic Advisers LLC

Westwood, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-28
MA RA APPROVED 2025-07-10
  • TX RA
    APPROVED
    Since 2026-08-28
  • MA RA
    APPROVED
    Since 2025-07-10

Branch Locations

109 University Ave Ste 107, Westwood, MA 02090-2306 • United States

Boston, MA • 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
Unemployed Belmont MA 01/2014 09/2020
Blue Bottle Coffee Boston MA 09/2024 01/2025
Bowdoin Organic Garden Brunswick ME 06/2022 08/2022
Unemployed Boston MA 05/2024 09/2024
Linda Bean'S Maine Kitchen And Topside Tavern Freeport ME 09/2020 11/2020
Berry Line Cambridge MA 06/2018 08/2021
Fidelity Investments Westwood MA 01/2025 Present
Growing To Give Brunswick ME 06/2023 08/2023
Unemployed Brunswick ME 08/2021 01/2022
Common Energy Nyc NY 09/2020 01/2021
Bowdoin College Brunswick ME 01/2022 05/2024
  • 01/2014 → 09/2020
    Unemployed
    Belmont, MA
  • 09/2024 → 01/2025
    Blue Bottle Coffee
    Boston, MA
  • 06/2022 → 08/2022
    Bowdoin Organic Garden
    Brunswick, ME
  • 05/2024 → 09/2024
    Unemployed
    Boston, MA
  • 09/2020 → 11/2020
    Linda Bean'S Maine Kitchen And Topside Tavern
    Freeport, ME
  • 06/2018 → 08/2021
    Berry Line
    Cambridge, MA
  • 01/2025 → Present
    Fidelity Investments
    Westwood, MA
  • 06/2023 → 08/2023
    Growing To Give
    Brunswick, ME
  • 08/2021 → 01/2022
    Unemployed
    Brunswick, ME
  • 09/2020 → 01/2021
    Common Energy
    Nyc, NY
  • 01/2022 → 05/2024
    Bowdoin College
    Brunswick, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
  • S66 Uniform Combined State Law Examination
    2025-06-20
Other Names
  • Megan Tan

View on SEC IAPD

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GREGORY PAUL HART
DAVID CHARLES BARANOWSKI

Other Offices

WEALTHY CHOICES (R) · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
MODERA WEALTH MANAGEMENT, LLC · WESTWOOD, MA
STAGE HARBOR FINANCIAL · WESTWOOD, MA
SAVANT WEALTH MANAGEMENT · Westwood, MA
DOVER INVESTMENT ADVISORY CORPORATION · WESTWOOD, MA
CHARLESBRIDGE ADVISORS · DEDHAM, MA

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