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RIA / WealthAdvisor21 years in industry

MEGAN ANN BLEIL

Advisor at PENNINGTON PARTNERS & CO., LLC

BETHESDA, MD

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 27, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PENNINGTON PARTNERS & CO., LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 24, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Sep 24, 2004
First registration: Sep 27, 2004
Dual registered: no
IAPD individual key: 4801111

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PENNINGTON PARTNERS & CO., LLC	Independent wealth	Jan 9, 2017	n/a	yes	BETHESDA, MD	Current employment
PENNINGTON PARTNERS & CO., LLC	Independent wealth	Apr 27, 2016	Dec 31, 2016	no	BETHESDA, MD	Previous registration
WEALTHSPIRE ADVISORS	Former SEC adviser	Sep 22, 2015	Jun 10, 2016	no	POTOMAC, MD	Previous registration
HIGHLINE WEALTH MANAGEMENT, LLC	Former SEC adviser	Mar 27, 2007	Dec 16, 2015	no	BETHESDA, MD	Previous registration
MELTZER WEALTH MANAGEMENT	n/a	Dec 6, 2006	Apr 11, 2007	no	BETHESDA, MD	Previous registration
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	n/a	Sep 27, 2004	May 11, 2006	no	ROCKVILLE, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHSPIRE ADVISORS	PENNINGTON PARTNERS & CO., LLC	Jun 10, 2016	Apr 27, 2016	-44	Firm change after gap	Other
HIGHLINE WEALTH MANAGEMENT, LLC	WEALTHSPIRE ADVISORS	Dec 16, 2015	Sep 22, 2015	-85	Firm change after gap	Other
MELTZER WEALTH MANAGEMENT	HIGHLINE WEALTH MANAGEMENT, LLC	Apr 11, 2007	Mar 27, 2007	-15	Firm change	Other
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	MELTZER WEALTH MANAGEMENT	May 11, 2006	Dec 6, 2006	209	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
142542:168095:MD:2015-12-16	Dec 16, 2015	Sep 22, 2015	BETHESDA, MD	Firm change after gap

Relationships

Registered with (5)

→ PENNINGTON PARTNERS & CO., LLCRegistered adviserregistration: previous registration
Apr 27, 2016 to Dec 31, 2016factForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: previous registration
Sep 22, 2015 to Jun 10, 2016factForm ADV
→ HIGHLINE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 27, 2007 to Dec 16, 2015factForm ADV
→ MELTZER WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 6, 2006 to Apr 11, 2007factForm ADV
→ LYDIAN WEALTH MANAGEMENT COMPANY, LLCRegistered adviserregistration: previous registration
Sep 27, 2004 to May 11, 2006factForm ADV

Dated events

No dated event names this entity yet.