Megan A Rehill
Investment adviser representative at Fortis Capital Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1.6BFirm assets
6 yearsFirm in business
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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
- Seminars and workshops
Experience
13 years in the industry.
- Fortis Capital Advisors, LLCAug 2025 to now
- Bank of America, N.A.Sep 2020 to Aug 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Aug 2025
- Morgan Stanley Private Bank, N.A.Jan 2015 to Jun 2020
- Morgan Stanley Smith Barney LLCMay 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Fortis Capital Advisors, LLC
$1.6BAssets managed
2,171Clients
70Advisers
6 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
- 5872640
- Firm CRD
- 309709