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Megan E Nelson

Hamilton Lane Securities LLC

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About Megan E Nelson

Megan E Nelson is a registered representative of Hamilton Lane Securities LLC. Megan has been in the industry since 2021. Megan is registered in Indiana, Kentucky, Michigan, Ohio, Oklahoma, Pennsylvania, Texas and West Virginia. Megan holds the Series 66, Series 7TO and SIE licenses. Previously, Megan was employed at Morgan Stanley.

Firm Information

Megan Nelson is currently registered with Hamilton Lane Securities LLC. Hamilton Lane Securities LLC is a Limited Liability Company formed in August 2015. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

39

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 Nelson’s Registration & Firm History

PA

05/23/2024 - Present

Hamilton Lane Securities LLC (CONSHOHOCKEN PA)

PA

11/23/2021 - 05/10/2024

MORGAN STANLEY (Berwyn PA)

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Licenses & Designations

BOTH

Issued 12/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan E Nelson.
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