Investment adviser representative · Daymark Wealth Partners, LLC

Megan E. Helbig

CRD 4545526 · Southport, CT

At a glance

Megan E. Helbig is an investment adviser representative with Daymark Wealth Partners, LLC in Southport, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Megan’s SEC record dates to 2007, about 18 years ago.

Current advisory firm

Daymark Wealth Partners, LLCSince April 2024Southport, CT · $5.0B in regulatory assets

SEC adviser record

Registered since: 2007 (18 years)
Designations: None on file
Exams: Series 66
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Megan’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 3 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

Open Atlas free Member sign in

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

Every advisor at Daymark Wealth Partners, LLC →Daymark Wealth Partners, LLC: assets, clients and custodians →Financial advisors in Southport, CT →Advisor Moves: who changed firms this week →