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Megan Valerie Tom

Lnw

New York, NY

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Current Employers
Lnw

801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-11-20
NY RA APPROVED 2025-10-20
CA RA APPROVED 2017-11-14
  • WA RA
    APPROVED
    Since 2025-11-20
  • NY RA
    APPROVED
    Since 2025-10-20
  • CA RA
    APPROVED
    Since 2017-11-14

Branch Locations

370 Lexington Avenu, New York, NY 10017 • 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
Wetherby Asset Management San Francisco CA 06/2015 12/2017
Wetherby Asset Management San Francisco CA 01/2018 12/2019
Wetherby Asset Management San Francisco CA 01/2020 12/2022
Wetherby Asset Management New York NY 01/2023 12/2023
Laird Norton Wetherby Wealth Management, Llc New York NY 01/2024 06/2026
Laird Norton Wetherby Wealth Management, Llc New York NY 07/2026 Present
  • 06/2015 → 12/2017
    Wetherby Asset Management
    San Francisco, CA
  • 01/2018 → 12/2019
    Wetherby Asset Management
    San Francisco, CA
  • 01/2020 → 12/2022
    Wetherby Asset Management
    San Francisco, CA
  • 01/2023 → 12/2023
    Wetherby Asset Management
    New York, NY
  • 01/2024 → 06/2026
    Laird Norton Wetherby Wealth Management, Llc
    New York, NY
  • 07/2026 → Present
    Laird Norton Wetherby Wealth Management, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-14
  • S65 Uniform Investment Adviser Law Examination
    2017-11-14
Designations

View on SEC IAPD

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