Megan Elizabeth Cunningham
Investment Adviser Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Megan Elizabeth Cunningham is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC, where they have been registered since 2024, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in District of Columbia, Texas, and Virginia.
Office
Advisors at this office: 206
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- District of Columbia, Texas, Virginia
- Broker:
18 states and territories
Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 – no end date reportedBethesda, MD
- Northern Trust - 50 South Capital Advisors LLCMay 2023 – Jul 2024Chicago, IL
- Northern Trust - 50 South Capital Advisors LLCJul 2021 – May 2023Chicago, IL
- Canadian Imperial Bank of CommerceMay 2020 – Aug 2020New York, NY
- Sarasin & Partners LLPSep 2019 – Dec 2019London
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 – Aug 2019Washington, DC
- Sherwood Gourmet DeliJun 2019 – Aug 2019Alexandria, VA
- Sherwood Gourmet DeliJun 2018 – Aug 2018Alexandria, VA
- Sherwood Gourmet DeliJun 2017 – Aug 2017Alexandria, VA
- Bishop Ireton High SchoolAug 2013 – Jun 2017Alexandria, VA
- Denison UniversityAug 2017 – Sep 2019Granville, OH
- Arcadia UniversitySep 2019 – Dec 2019London
- Denison UniversityDec 2019 – May 2021Granville, OH
- Bank of America, N.A.Sep 2024 – no end date reportedBethesda, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Merrill Lynch, Pierce, Fenner & Smith Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Small Business 401(k) plans including Group 401(k) and Individual 401(k), SEP IRA, SIMPLE IRA, investment fiduciary services, recordkeeping, trading, custodial and financial wellness services, and call center educational support for employees.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25,472
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-14235
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Showing 12 of 25,472 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Megan Elizabeth Cunningham 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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