Megan Kathleen Vitalis-troupe
Investment adviser representative at Saturna Capital Corporation
4 yearsExperience
1 stateRegistered in
$10.5BFirm assets
36 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
4 years in the industry.
- Saturna Capital CorporationMar 2020 to now
- Saturna Brokerage ServicesMar 2020 to now
- Express Employment ProfessionalsAug 2019 to Mar 2020
- UnemployedJun 2019 to Jul 2019
- Occam's RazorSep 2018 to Jun 2019
- Loron Inc.Jul 2018 to Aug 2018
- Western Washington UniversitySep 2017 to Jun 2018
- Loron Inc.Jul 2017 to Aug 2017
- Western Washington UniversitySep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Saturna Capital Corporation
$10.5BAssets managed
104Clients
34Advisers
36 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
- 7177216
- Firm CRD
- 25586