DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Megan Von Feldt
Feed of 09/15/2026
Also filed as Megan R Von Feldt
At current firm
0 y
since Apr 7, 2026
In the industry
20 y
since Oct 1, 2005 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- O'Connor Alternative Investments, LLC asset manager currentsince Apr 7, 2026 · New York, Ny
- UBS Asset Management (Americas) LLC mixed wealthAug 30, 2024 to Apr 17, 2026 · New York, Ny
- Credit Suisse Securities (USA) LLC formerSep 15, 2014 to Mar 29, 2024 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- UBS Asset Management (Americas) LLC to O'Connor Alternative Investments, LLCleft Apr 17, 2026, registered Apr 7, 2026 (-10 days) · Other
- Credit Suisse Securities (USA) LLC to UBS Asset Management (Americas) LLCleft Mar 29, 2024, registered Aug 30, 2024 (154 days) · Other
Signals
- Megan Von Feldt left Ubs Asset Management (Americas) Llc for O'Connor Alternative Investments, Llc (registered 2026-04-07)Apr 17, 2026 · Advisor changed firm · fact
- Megan Von Feldt left Credit Suisse Securities (Usa) Llc for Ubs Asset Management (Americas) Llc (registered 2024-08-30)Mar 29, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address