AdFi
BB

Brett B Megrue

Investment Adviser Representative at OSAIC WEALTH, INC.

Scottsdale, AZCRD #2773807Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
11

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Nebraska
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/2/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 1/11/1999
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/1/1998
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 53
Municipal Securities Principal Examination
Passed 10/22/2007
Series 51
Municipal Fund Securities Principal Examination
Passed 4/1/2006
Series 4
Registered Options Principal Examination
Passed 6/23/2001
Series 24
General Securities Principal Examination
Passed 12/27/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Osaic Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC WEALTH, INC.Current
3/29/2023Scottsdale, AZ
TRANSAMERICA FINANCIAL ADVISORS, INC.
2/24/20223/27/2023Johns Creek, GA
D.A. DAVIDSON & CO.
12/22/20202/22/2022Lincoln, NE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
10/23/200910/8/2018Dallas, TX
BANC OF AMERICA INVESTMENT SERVICES, INC.
7/23/200710/23/2009Dallas, TX
AMERIPRISE FINANCIAL SERVICES, INC.
6/24/20037/19/2007Omaha, NE

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at OSAIC WEALTH, INC.

Showing 12 of 9286 in the directory

View OSAIC WEALTH, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett B Megrue has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Brett B Megrue - Financial Advisor in Scottsdale, AZ | AdvisorFinder