Chief Compliance Officer · UHY Wealth Management RIA LLC
Brian M. Megenity
CRD 2889637 · Named on Form ADV at one SEC-registered adviser
At a glance
UHY Wealth Management RIA LLC, an SEC-registered asset manager based in Farmington Hills, MI with $103 million in regulatory assets, lists Brian M. Megenity on its Form ADV as Chief Compliance Officer.
Firms and roles
- UHY Wealth Management RIA LLCChief Compliance OfficerAsset manager · Farmington Hills, MI · $103M in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Thomas D. BomberskiSecretary, Director, UHY Wealth Management RIA LLC
- Daniel J. LaginessPresident, COO, Managing Director, UHY Wealth Management RIA LLC
- Laura A. LapeerTreasurer, CFO, Director, UHY Wealth Management RIA LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.