Chief Vision Officer | Partner · Beacon Bridge Wealth Partners, LLC
Megan A. Scott
CRD 6458097 · Named on Form ADV at one SEC-registered adviser
At a glance
Beacon Bridge Wealth Partners, LLC, an SEC-registered wealth manager based in Lower Gwynedd, PA with $427 million in regulatory assets, lists Megan A. Scott on its Form ADV as Chief Vision Officer | Partner, a control person.
Firms and roles
- Beacon Bridge Wealth Partners, LLCChief Vision Officer | PartnerWealth manager · Lower Gwynedd, PA · $427M in regulatory assets
AtlasMembers
Megan’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Steven J. KrzywickiChief Executive Officer & Wealth Advisor | Partner, Beacon Bridge Wealth Partners, LLC
- James F SchmidtWealth Advisor | Partner, Beacon Bridge Wealth Partners, LLC
- Kristen M. LemesevskiChief Operating Officer, Beacon Bridge Wealth Partners, LLC
- Michelle A. McCarthyChief Compliance Officer, Beacon Bridge Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.