Megan Tracy Doman Howard

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 01/2019 → 02/2020
  Unemployed
  Seattle, WA
• 01/2015 → 01/2019
  Sharon Doman
  Seattle, WA
• 02/2020 → 11/2020
  Kms Financial Services
  Seattle, WA
• 11/2020 → 04/2022
  Securities America, Inc.
  Seattle, WA
• 04/2022 → 06/2024
  Securities America, Inc.
  Seattle, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Seattle, WA

Other Businesses

1. SELF POSITION: rental income NATURE: self - rental income - reported on my 1040 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 2012 S Horton St, Seattle WA 98144, United States DESCRIPTION: We rent our basement studio apartment in our home. 2. EMERALD CITY FIDUCIARY GROUP, PLLCLLC POSITION: Operations Director NATURE: PLLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 02/15/2020 ADDRESS: 200 West Mercer Street, Suite 102, Seattle WA 98144, United States DESCRIPTION: Operations director sales assistant answer phones create new account paperwork customer service

Exams

• S66 Uniform Combined State Law Examination
  2026-06-11

Other Names

• Megan Tracy Doman Howard
• Megan Tracy Howard
• Megan Tracy Doman Howard