Megan H Konyn

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-06-04
TN	RA	APPROVED	2026-04-28

Branch Locations

341 Cool Springs Blvd, Franklin, TN 37067 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Franklin	TN	01/2026	Present
Accenture Federal Services	Arlington	VA	06/2022	12/2025
Loudoun County Public Schools	Sterling	VA	07/2021	06/2022
Tas Shanghai	Shanghai		07/2019	04/2020
Unemployeed	Franklin	TN	04/2020	07/2020
Rutherford County Schools	Lavergne	TN	07/2020	07/2021
Tlc International School	Dongguan		07/2017	07/2019
Lee University	Cleveland	TN	08/2013	05/2017
Publix Super Markets	Franklin	TN	05/2016	09/2016
Bank Of America, N.A.	Franklin	TN	02/2026	Present

01/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Franklin, TN
06/2022 → 12/2025

Accenture Federal Services

Arlington, VA
07/2021 → 06/2022

Loudoun County Public Schools

Sterling, VA
07/2019 → 04/2020

Tas Shanghai

Shanghai
04/2020 → 07/2020

Unemployeed

Franklin, TN
07/2020 → 07/2021

Rutherford County Schools

Lavergne, TN
07/2017 → 07/2019

Tlc International School

Dongguan
08/2013 → 05/2017

Lee University

Cleveland, TN
05/2016 → 09/2016

Publix Super Markets

Franklin, TN
02/2026 → Present

Bank Of America, N.A.

Franklin, TN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-24