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Megan Condron Smith

Blackrock Investments, LLC

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About Megan Condron Smith

Megan Condron Smith is a financial professional with over 20 years of experience in the industry. Megan currently works for Blackrock Investments, LLC and has been registered with the firm since November 3, 2020. Prior to Blackrock Investments, LLC, Megan worked for several firms, including S2K Financial LLC, Northstar Securities, LLC, KBS Capital Markets Group LLC, AXA Distributors, LLC, and Liberty Funds Distributor, Inc. Megan holds several licenses, including Series 6, 7, 26, 63, 79TO, and SIE. Megan is registered with the state of Massachusetts and 52 other states.

Firm Information

Megan Smith is currently registered with Blackrock Investments, LLC. Blackrock Investments, LLC is a Limited Liability Company formed on October 21, 1994. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Blackrock Investments has been involved in one regulatory event and one arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Megan Smith’s Registration & Firm History

MA

11/03/2020 - Present

Blackrock Investments, LLC (BOSTON MA)

FL

01/18/2017 - 09/14/2020

S2K FINANCIAL LLC (ORLANDO FL)

CO

05/17/2018 - 08/29/2018

NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)

CA

01/27/2006 - 01/17/2017

KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)

NC

10/05/1999 - 10/04/2005

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

MA

01/13/1998 - 09/14/1999

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 01/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/01/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/07/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Condron Smith.
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