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Megan J Tao

Sixth Street BD, LLC

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About Megan J Tao

Megan Tao is a financial advisor with Sixth Street BD, LLC. She has been in the financial services industry since August 14, 2023, and is registered with the Financial Industry Regulatory Authority (FINRA) as well as in 53 states. Megan has passed the Series 63, Series 7TO, Series 79TO, and SIE exams. She is a registered representative with Sixth Street BD, LLC and has a branch office in San Francisco, CA.

Firm Information

Megan Tao is currently registered with Sixth Street BD, LLC. Sixth Street BD, LLC is a Limited Liability Company formed on January 26, 2015. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

28

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 Tao’s Registration & Firm History

CA

06/12/2024 - Present

Sixth Street BD, LLC (San Francisco CA)

CA

08/14/2023 - 06/12/2024

GOLDMAN SACHS & CO. LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/19/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/14/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/04/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan J Tao.
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