Meghan Railey
Investment adviser representative at Optas, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$881.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Optas, LLCMay 2019 to now
- Wells Fargo Clearing Services, LLCNov 2016 to May 2019
- Wells Fargo Advisors LLCApr 2010 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Optas, LLC
$881.9MAssets managed
137Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5570937
- Firm CRD
- 299965