Megan Stewart Mandigo
Investment adviser representative at Silver Birch Financial LLC
10 yearsExperience
1 stateRegistered in
$399.5MFirm assets
Under 1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Silver Birch Financial LLCJun 2026 to now
- Marble Trail AdvisorsDec 2020 to May 2026
- Parlour LLCJun 2016 to Jan 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VT).
Silver Birch Financial LLC
$399.5MAssets managed
247Clients
3Advisers
Under 1 yearIn 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
- 7586904
- Firm CRD
- 341785