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Megan Mooney

Hartford Funds

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About Megan Mooney

Megan Mooney is a financial professional with over 10 years of experience in the industry. Megan is currently registered with Hartford Funds in Wayne, Pennsylvania. Megan has previously been registered with UBS Financial Services Inc., Lincoln Investment, Aberdeen Fund Distributors, LLC, Nationwide Fund Distributors LLC and Vanguard Marketing Corporation. Megan has passed the Series 6, 7, 63, and 66 exams, as well as the SIE exam. Megan has also earned the Chartered Financial Analyst designation.

Firm Information

Megan Mooney is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

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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other

Fees related to 529 plans and model recommendations.

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Megan Mooney’s Registration & Firm History

PA

09/11/2019 - Present

Hartford Funds (WAYNE PA)

DC

11/11/2016 - 09/26/2017

UBS FINANCIAL SERVICES INC. (WASHINGTON DC)

PA

11/08/2013 - 12/08/2015

LINCOLN INVESTMENT (WYNCOTE PA)

PA

11/16/2009 - 10/29/2013

ABERDEEN FUND DISTRIBUTORS, LLC (PHILADELPHIA PA)

OH

11/28/2008 - 10/28/2009

NATIONWIDE FUND DISTRIBUTORS LLC (COLUMBUS OH)

PA

09/08/2004 - 12/19/2006

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 06/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2014

Series 7 - General Securities Representative Examination

BC

Issued 09/07/2004

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 Mooney.
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