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Megan Marie Petruska

MFA Wealth Advisors, LLC

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About Megan Marie Petruska

Megan Marie Petruska is a financial advisor who is registered with the state of Pennsylvania. Megan has been in the industry since 2007 and is currently associated with MFA Wealth Advisors, LLC and Moralis Technologies, LLC. Megan has a Series 6, 7, 63 and 65 license, along with the SIE. Megan specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisers.

Firm Information

Megan Petruska is currently registered with MFA Wealth Advisors, LLC. MFA Wealth Advisors, LLC is a Pittsburgh, PA-based Registered Investment Advisor with approximately $479.33 million in regulatory assets under management. The firm has 9 investment advisor representatives and 5 licensed agents. MFA Wealth Advisors, LLC offers financial planning, portfolio management for individuals, and portfolio management for businesses. The firm's client base includes individuals other than high-net-worth, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
MFA Wealth Advisors, LLC

650 WASHINGTON ROAD

PITTSBURGH, PA 15228

$479.33M

Assets Under Management

Not reported

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Megan Petruska’s Registration & Firm History

PA

04/14/2015 - Present

MFA Wealth Advisors, LLC (PITTSBURGH PA)

PA

05/04/2007 - 10/06/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 04/14/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2014

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2008

Series 7 - General Securities Representative Examination

BC

Issued 05/03/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Megan Marie Petruska.
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