Megan Nichole Benson
Investment Adviser Representative at Portside Wealth Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Megan Nichole Benson is an investment adviser representative with Portside Wealth Group, LLC in Lakewood, CO, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Concorde Investment Services, LLC and DFPG Investments, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 99 (operations professional). They are registered to provide investment advice in Colorado, Idaho, and Texas.
Registrations & licenses
- Investment adviser:
- Colorado, Idaho, 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.
- Allegis Investment ServicesOct 2017 – Apr 2019Idaho Falls, ID
- Copper Rill RestaurantFeb 2016 – Feb 2019Idaho Falls, ID
- DFPG Investments, Inc.Apr 2019 – May 2023Sandy, UT
- Concorde Investment ServicesMay 2023 – Oct 2024Livonia, MI
- Doleman Wealth ManagementApr 2019 – no end date reportedLakewood, CO
- Portside Wealth GroupJul 2025 – no end date reportedProvo, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Portside Wealth Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- 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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 55
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Provo, UT
- SEC file number:
- 801-127529
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 19, 2026
View full firm profileOther advisors at Portside Wealth Group, LLC
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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 Nichole Benson 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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