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Kevin Wayne Megargel

Viso Wealth Management LLC

Moorestown, NJ

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Current Employers
Viso Wealth Management Llc

Moorestown, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-28
  • NJ RA
    APPROVED
    Since 2025-07-28

Branch Locations

Moorestown, NJ • 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
The Vanguard Group, Inc. Malvern PA 09/2007 03/2023
Sage Financial Group, Inc. West Conshohocken PA 03/2023 03/2025
Viso Wealth Management Llc Moorestown NJ 04/2025 Present
Previous Registrations
  • 2023-04-04 → 2025-04-01
    Sage Financial Group Inc.
    West Conshohocken, PA
  • 2007-04-02 → 2007-06-07
    Morgan Stanley & Co. Llc
    Washington, DC
  • 2006-10-10 → 2007-04-02
    Morgan Stanley Dw Inc.
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-06
  • S66 Uniform Combined State Law Examination
    2006-10-06
Designations
Other Names
  • Kevin W Megargel

View on SEC IAPD

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