Megan Elena Daniel

Employer firm

Credit Union Investment Services CRD 144871

$111.0K regulatory AUM 36,300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2022 → Present
  Polar Ice Nc
  Raleigh, NC
• 03/2017 → 03/2020
  Polar Ice Nc
  Raleigh, NC
• 08/2017 → 06/2021
  Green Hope High School
  Cary, NC
• 08/2014 → 06/2017
  Davis Drive Middle School
  Cary, NC
• 08/2021 → 12/2022
  Wake Technical Community College
  Raleigh, NC
• 01/2023 → 12/2024
  Nc State University
  Raleigh, NC
• 10/2019 → 08/2020
  Justice
  Raleigh, NC
• 08/2020 → 04/2021
  Publix
  Cary, NC
• 04/2021 → 03/2024
  Peak City Sitters
  Cary, NC
• 07/2022 → 08/2022
  Peak City Puppy
  Apex, NC
• 10/2021 → 02/2024
  Starbucks
  Cary, NC
• 05/2024 → 02/2025
  Enterprise Mobility
  Raleigh, NC
• 08/2024 → Present
  Sportsmedia Technology
  Durham, NC
• 10/2025 → 11/2025
  Equitable Advisors, Llc
  New York, NY
• 11/2025 → Present
  State Employees' Credit Union
  Raleigh, NC
• 11/2025 → Present
  Credit Union Investment Services
  Raleigh, NC
• 11/2025 → Present
  Secu Brokerage Services
  Raleigh, NC

Previous Registrations

• 2025-10-08 → 2025-10-29
  Equitable Advisors, Llc
  Raleigh, NC
  Cary, NC
  Charlotte, NC

Other Businesses

SportsMedia Technology, Duham, NC, August 2024 to Present, NHL Broadcast Operator, not investment related. Polar Ice NC, Raleigh, NC, February 2022 to Present, Ice Skating Coach, not investment related. State Employees' Credit Union. Investment Related Business. Nature: Financial Services. OSJ Office Address: Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-08-12

Other Names

• Megan Daniel