Megan Danielle Dietz

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 02/2013 → 06/2023
  Mass Mutual Life Insurance Company
  Lewistown, PA
• 02/2014 → 06/2023
  Mml Investors Services, Llc
  Lewistown, PA
• 07/2023 → 09/2023
  Mcs Bank
  Milroy, PA
• 09/2023 → Present
  Mcs Bank
  Milroy, PA
• 09/2023 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 05/2024 → Present
  Cetera Investment Advisers Llc
  Milroy, PA

Exams

• S66 Uniform Combined State Law Examination
  2024-05-24
• S63 Uniform Securities Agent State Law Examination
  2014-05-30

Other Names

• Megan Danielle Dietz
• Megan Danielle Royer
• Megan Danielle Deitz
• Megan Danielle Deitz