Megan Kelly Poore
Investment Adviser Representative at Watercolor Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Megan Kelly Poore is an investment adviser representative with Watercolor Financial in Austin, TX, where they have been registered since 2023. They have worked in the securities industry since 2002 and have been registered with 3 firms, including Northwest Asset Management and Lucien Stirling & GRAY Advisory Group Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 63 (state securities agent). They are registered to provide investment advice in Nebraska and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Nebraska, Texas
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.
- Lucien, Stirling & GRAY Financial CorporationSep 2002 – Dec 2017Austin, TX
- Lucien, Stirling & Gray Advisory Group, Inc.Sep 2002 – Oct 2020Austin, TX
- Northwest Asset ManagementNov 2020 – Oct 2023Mercer Island, WA
- Watercolor FinancialAug 2023 – no end date reportedAustin, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Watercolor Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.015
- Up to $999,9991.50%
- $1,000,000 - $1,999,9991.15%
- $2,000,000 - $3,999,9990.90%
- $4,000,000 - $5,999,9990.80%
+3 more tiers on the firm profile
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
Financial Planning, Retirement Planning, Investment Management, and Tax Planning.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Austin, TX
- SEC file number:
- 801-128561
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Watercolor Financial
2 other advisors in the directory
Similar advisors in Austin, TX
Other advisors whose filed branch office is in the same city.
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 Kelly Poore 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.
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