Colin Meddaugh, financial advisor Mount Pleasant SC

Colin Meddaugh

CRD Number: 6493975
Current Firm: Ae Wealth Management, LLC
Compensation Model: Both

Colin Meddaugh (CRD# 6493975) is an Investment Advisor Representative working at EPHAS Financial, LLC, Madison Avenue Securities and AE Wealth Managment in Mount Pleasant, SC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Imagine Financial Johns Island, SC Feb 2022 - Current 2
Ae Wealth Management, LLC Topeka, KS Nov 2018 - Current 5
United States Navy Reserve Charleston, SC Feb 2015 - Current 9
Madison Avenue Securities, LLC San Diego, CA Nov 2018 - Jan 2024 5
Ephas Llc, Dba Ephas Financial Johns Island, SC Nov 2018 - Feb 2022 3
First Command Advisory Services Forth Worth, TX Feb 2016 - Nov 2018 2
First Command Insurance Services, Inc. Fort Worth, TX Feb 2016 - Nov 2018 2
First Command Financial Planning, Inc. Forth Worth, TX Nov 2015 - Nov 2018 3
First Command Financial Planning, Inc. Fort Worth, TX May 2015 - Nov 2015 < 1
United States Navy Worldwide, DC Jun 2003 - Feb 2015 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Colin Meddaugh
Phone Number: 866-363-9595
Advisor Website: https://ephasfinancial.com/
Registered State(s):
  • GA
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    21,801
    MILLIONS
  • Total Number of Accounts
    177,044
    ACCOUNTS
  • Average Account Value
    $123,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

Securities are offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. MAS and EPHAS are not affiliated companies. AEWM and EPHAS are not affiliated companies.

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