Megan Teresa Wursta
Investment adviser representative at Private Advisor Group, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$57.7BFirm 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 feeOther
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
14 years in the industry.
- LPL Financial, LLCAug 2020 to now
- Private Advisor Group, LLCJul 2020 to now
- Wursta CorporationJul 2015 to Jun 2020
- Willy Joe's RestaurantJan 2012 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 7269204
- Firm CRD
- 155216