Megan
Petruska

Mfa Wealth Advisors, LLC

CRD#5041200
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Megan Petruska is a financial advisor based in Pittsburgh, Pennsylvania, working with Mfa Wealth Advisors, LLC. Megan has previously held positions at Mfa Wealth Advisors, LLC, Mfa Wealth, Moralis Technologies, LLC, and Christopher Mcmahon. Megan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Megan is part of Mfa Wealth Advisors, LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 3 offices and 14 employees. The firm manages assets totaling $479.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Mfa Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

650 Washington Road Suite 8000
Pittsburgh, PA 15228

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Mfa Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$479,325,610

PA Average: $15,833,994,310
Total Number of Employees

14

PA Average: 41
Total Number of Accounts

2,214

PA Average: 3,342
Average Account Size

$216,498

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Megan Petruska Work History

2021 - Present (4 years)

Moralis Technologies, LLC

2019 - Present (6 years)

Mfa Wealth Advisors, LLC

2015 - 2019 (4 years)

Mfa Wealth Advisors, LLC

2014 - 2018 (4 years)

Mfa Wealth

2014 - 2014 (< 1 year)

Mfa Wealth

2007 - 2014 (7 years)

Christopher Mcmahon

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Disclosures

Please visit the SEC profile of Megan Petruska to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mfa Wealth Advisors, LLC

Charles Davis
Pittsburgh, PA
Nathan Fulkman
Pittsburgh, PA
Gregory Bronson
Pittsburgh, PA
Victor Onesi
Pittsburgh, PA
Bohdan Stone
Pittsburgh, PA
Mark Kasimirsky
Pittsburgh, PA
Gregory Dukes
Pittsburgh, PA
Megan Petruska
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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