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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst19 years in industry

KEVIN WAYNE MEGARGEL

Advisor at VISO WEALTH MANAGEMENT LLC

MOORESTOWN, NJ

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Search this name across graphsid dfx:ria:f086d5ab-d23b-a3c9-ae2b-ea8739b1550e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 10, 2006 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: VISO WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 6, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Oct 6, 2006
First registration: Oct 10, 2006
Dual registered: no
Other names: KEVIN W MEGARGEL
IAPD individual key: 4993035

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
VISO WEALTH MANAGEMENT LLC	State registered	Jul 28, 2025	n/a	yes	MOORESTOWN, NJ	Current employment
SAGE FINANCIAL GROUP INC.	Independent wealth	Apr 4, 2023	Apr 1, 2025	no	WEST CONSHOHOCKEN, PA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 7, 2007	no	WASHINGTON, DC	Previous registration
MORGAN STANLEY DW INC.	n/a	Oct 10, 2006	Apr 2, 2007	no	WASHINGTON, DC	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
SAGE FINANCIAL GROUP INC.	VISO WEALTH MANAGEMENT LLC	Apr 1, 2025	Jul 28, 2025	118	Firm change	RIA to state RIA
MORGAN STANLEY & CO. LLC	SAGE FINANCIAL GROUP INC.	Jun 7, 2007	Apr 4, 2023	5,780	Firm change after gap	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (4)

→ VISO WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jul 28, 2025 to presentfactForm ADV
→ SAGE FINANCIAL GROUP INC.Registered adviserregistration: previous registration
Apr 4, 2023 to Apr 1, 2025factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 7, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Oct 10, 2006 to Apr 2, 2007factForm ADV

Dated events

Occurred
Apr 1, 2025
Advisor changed firm
Kevin Wayne Megargel left Sage Financial Group Inc. for Viso Wealth Management Llc (registered 2025-07-28)
Form ADVobserved 5 days ago