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Megan J. Costigan

CANTER STRATEGIC WEALTH MANAGEMENT, LLC·LA JOLLA, California
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7825 FAY AVENUE, LA JOLLA, CA 92037CRD# 7706359Firm CRD# 167828
01

About

Megan J. Costigan is a registered financial advisor based in LA JOLLA, California, affiliated with CANTER STRATEGIC WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CANTER STRATEGIC WEALTH MANAGEMENT, LLC
CANTER WEALTH
AUM
$302M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at CANTER STRATEGIC WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: EDUCATIONAL SEMINARS
Regulatory
SEC/IARD CRD# 7706359
Firm CRD# 167828
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Megan J. Costigan offer?
Megan J. Costigan specializes in Financial Planning, Investment Management. Contact their office in LA JOLLA, California for a consultation.
What are Megan J. Costigan's credentials?
Megan J. Costigan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Megan J. Costigan located?
Megan J. Costigan is based in LA JOLLA, California, working with CANTER STRATEGIC WEALTH MANAGEMENT, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Megan J. Costigan charge for services?
Megan J. Costigan's firm is compensated through percentage of aum, subscription fees, other: educational seminars. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANTER STRATEGIC WEALTH MANAGEMENT, LLC?
CANTER STRATEGIC WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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