MM
CFP
MM
CFP

Megan Madden

7 Years of Experience
Kensington, MD
Broker

Megan Madden is a CFP-designated registered investment advisor, based in Kensington, MD, with 7 years of industry experience.

Location

10539 Metropolitan Avenue, Kensington, MD, 20895-4015

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Megan works as an event host for The Shake Club, dedicating minimal time to welcoming members and maintaining a lively atmosphere. She also coaches Pilates classes, spending about 10-20% of her time in this role.

Employment History
Current Registrations
Regulus Financial Group, LLCBroker
October 2025 - Present · 6 mos
Delta Financial Advisors, INC
September 2025 - Present · 7 mos
Previous Registrations
LPL Enterprise, LLCBroker
November 2024 - October 2025 · 11 mos
LPL Enterprise, LLC
November 2024 - October 2025 · 11 mos
Prudential Financial Planning Services
December 2023 - November 2024 · 11 mos
Pruco Securities, LLC.Broker
November 2023 - November 2024 · 1 yr
UBS Financial Services INC.
March 2020 - November 2023 · 3 yrs 8 mos
UBS Financial Services INC.Broker
March 2020 - November 2023 · 3 yrs 8 mos
Mercer Allied Company, L.P.Broker
April 2019 - February 2020 · 10 mos
The Ayco Company,l.p.
September 2018 - February 2020 · 1 yr 5 mos
State Registrations1 state
MD
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.