Unclaimed Profile

Donald Christopher Megliola

FULCRUM ADVISORY SERVICES, LLC·ST. LOUIS, Missouri

SIE, Series 7, Series 24, Series 63, Series 65, Series 79TO, Series 99TO27 years registeredFULCRUM ADVISORY SERVICES, LLC

11975 WESTLINE INDUSTRIAL DRIVE, ST. LOUIS, MO 63146CRD# 3011458Firm CRD# 131777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Christopher Megliola · ST. LOUIS, MO

Registration

CRD #3011458 · FULCRUM ADVISORY SERVICES, LLC · 27 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2014 – present

FULCRUM ADVISORY SERVICES, LLC

Nov 2006 – Mar 2014

RESTON, VA

ING FINANCIAL PARTNERS, INC

Jul 2002 – Dec 2006

RESTON, VA

PRUDENTIAL SECURITIES INCORPORATED

Mar 1999 – Jul 2002

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · March 1, 1999

Years registered · 27

Disclosure History

2017Customer Dispute·Settled

2015Customer Dispute·Withdrawn

2013Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FULCRUM ADVISORY SERVICES, LLC

CRD 131777 · SEC 801-65303

Employees

Total firm employees

Services offered by FULCRUM ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FULCRUM ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Christopher Megliola offer?

Donald Christopher Megliola specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Donald Christopher Megliola's credentials?

Donald Christopher Megliola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Christopher Megliola located?

Donald Christopher Megliola is based in ST. LOUIS, Missouri, working with FULCRUM ADVISORY SERVICES, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Donald Christopher Megliola charge for services?

Donald Christopher Megliola's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FULCRUM ADVISORY SERVICES, LLC?

FULCRUM ADVISORY SERVICES, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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