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Megan Laura Slattery

Crews & Associates, Inc.

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About Megan Laura Slattery

Megan Slattery is a financial advisor with over 11 years of experience in the financial services industry. Megan is currently registered with Crews & Associates, Inc. in Little Rock, AR, and has previously held positions with HILLTOP SECURITIES INC. and FIRST SOUTHWEST COMPANY, LLC. Megan is a Series 63, SIE, Series 50, Series 52 and Series 7 licensed professional. Megan specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Megan Slattery is currently registered with Crews & Associates, Inc.. Crews & Associates, Inc. is a Corporation formed in 1979 and headquartered in LITTLE ROCK, AR. They provide financial planning, portfolio management for individuals and businesses. The firm has a total of 112,401,625 in assets under management, of which 94,446,571 is discretionary. They have a total of 270 accounts, of which 45 are discretionary. The firm is registered with the SEC and in 51 states. Crews & Associates, Inc. has 12 licensed agents, 16 investment adviser representatives, and 16 registered representatives. They offer wrap fee programs and participate in other advisory services. They work with a wide range of clients, including individuals, businesses, charitable organizations, and insurance companies.
Crews & Associates, Inc.

521 PRESIDENT CLINTON AVENUE

LITTLE ROCK, AR 72201

$112.40M

Assets Under Management

Not reported

Total Clients

108

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Megan Slattery’s Registration & Firm History

AR

06/17/2024 - Present

Crews & Associates, Inc. (LITTLE ROCK AR)

TX

01/22/2016 - 06/27/2024

HILLTOP SECURITIES INC. (HOUSTON TX)

TX

04/15/2013 - 01/22/2016

FIRST SOUTHWEST COMPANY, LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 06/24/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 04/12/2014

Series 52 - Municipal Securities Representative Examination

BC

Issued 04/13/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Laura Slattery.
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