Megan Kiziah has been an investment adviser representative at Castle Wealth Management since August 2026, and is not listed among the firm’s executive officers or direct owners.
Castle Wealth Management LLC is a Boynton Beach, FL firm with $430M under management, 251 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Megan Kiziah’s longest registration was 1 year at Stifel, Nicolaus & Company, Incorporated (2019–2021). Before joining Castle Wealth Management in 2026, Megan Kiziah was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Stifel, Nicolaus & Company, Incorporated.
- Castle Wealth ManagementCurrent– present · under a yearBoynton Beach, FL · Adviser representative · Firm CRD 118364
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearBoca Raton, FL · Adviser representative · Firm CRD 7691
- Stifel, Nicolaus & Company, Incorporated– · under a yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 793
- UBS Financial Services Inc.– · under a yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 8174
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearJupiter, FL · Adviser representative · Firm CRD 7691
- Stifel, Nicolaus & Company, Incorporated– · 1 yearBoca Raton, FL · Adviser representative · Firm CRD 793
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearKnoxville, TN · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Megan Kiziah is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in August 2026.
- FloridaSince 28 August 2026
- TexasResidentSince 24 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 June 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 22 September 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Megan Brooke Kiziah
- CRD
- 6786970
- Firm
- Castle Wealth Management · CRD 118364
- Office
- 1880 N CONGRESS AVE, SUITE 302, Boynton Beach, FL 33426
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Megan Kiziah work?
Megan Kiziah is an investment adviser representative registered through Castle Wealth Management LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Megan Kiziah a financial advisor?
Yes. Megan Kiziah has a current investment-adviser registration in Florida and Texas, through Castle Wealth Management since August 2026.
How many years of experience does Megan Kiziah have?
Megan Kiziah has 5 years in the financial industry, since October 2021, across 4 adviser firms.
What exams has Megan Kiziah passed?
Megan Kiziah has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2018. FINRA credited Megan Kiziah with the SIE, which began in October 2018.
Where did Megan Kiziah work before Castle Wealth Management?
Before Castle Wealth Management, Megan Kiziah was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2025 to September 2025; Stifel, Nicolaus & Company, Incorporated, March 2023 to July 2023; UBS Financial Services Inc., May 2022 to March 2023; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2021 to April 2022; Stifel, Nicolaus & Company, Incorporated, August 2019 to June 2021; Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2019 to August 2019.
Where is Megan Kiziah based?
Megan Kiziah’s registered office is in Boynton Beach, FL.
Is Megan Kiziah registered with FINRA?
No. Megan Kiziah has no current broker registration.
How can I verify Megan Kiziah’s record?
Search CRD 6786970 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Kiziah’s full registration record.
