Meghan Railey has been Managing Member of Optas since May 2019, is a control person of the firm and directly owns 75% or more of it.
Optas, LLC is a Dripping Springs, TX firm with $882M under management, 137 clients and 5 advisers in one office, as of its March 2026 filing.
Meghan Railey’s longest registration was 9 years at Wells Fargo Clearing Services, LLC (2010–2019). Before joining Optas in 2019, Meghan Railey was registered through Wells Fargo Clearing Services, LLC and UBS Financial Services Inc.
- Optas, LLCCurrent– present · 7 yearsDripping Springs, TX · Adviser representative · Firm CRD 299965
- Wells Fargo Clearing Services, LLC– · 9 yearsSan Francisco, CA · Adviser representative · Firm CRD 19616
- UBS Financial Services Inc.– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Meghan Railey is registered as an investment adviser representative in 2 states. The first approvals date from May 2019; the most recent is Texas, in June 2020.
- CaliforniaSince 7 May 2019
- TexasSince 30 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 November 2008 |
| Series 7 | General Securities Representative Examination | 11 September 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5570937
- Firm
- Optas · CRD 299965
- Role
- Managing Member
- Office
- 15431 FITZHUGH RD, SUITE 203, Dripping Springs, TX 78620
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Meghan Railey work?
Meghan Railey has been Managing Member of Optas, LLC since May 2019, and is a control person of the firm.
Is Meghan Railey a financial advisor?
Yes. Meghan Railey has a current investment-adviser registration in California and Texas, through Optas since May 2019.
How many years of experience does Meghan Railey have?
Meghan Railey has 18 years in the financial industry, since September 2008, across 3 adviser firms.
What exams has Meghan Railey passed?
Meghan Railey has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2008. FINRA credited Meghan Railey with the SIE, which began in October 2018.
Where did Meghan Railey work before Optas?
Before Optas, Meghan Railey was registered through UBS Financial Services Inc., November 2008 to April 2010.
Where is Meghan Railey based?
Meghan Railey’s registered office is in Dripping Springs, TX.
Is Meghan Railey registered with FINRA?
No. Meghan Railey has no current broker registration.
How can I verify Meghan Railey’s record?
Search CRD 5570937 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Meghan Railey’s full registration record.