Advisor at Broaden Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Broaden Wealth LLC
Location
Fort Myers, FL 33912
Credentials
Series 66
Industry experience
26 years
Brian Megibow is a financial advisor with Broaden Wealth LLC in Fort Myers, FL, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Ameriprise and SunTrust Investment Services. He is also an independent licensed insurance agent. Broaden Wealth LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of modern portfolio theory and technical analysis in its investment approach and offers both asset-based management and hourly financial planning.
$1 - $50,000: 2.00% $50,001 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.85% $5,000,001+: 0.80%
$500 per hour
13461 Parker Commons Blvd, Suite 206
Fort Myers, FL 33912
Florida · Texas
Broaden Wealth LLC
2025 - Present (1 year)
Ausdale Financial
2025 - 2025 (1 year)
Four Star Wealth
2025 - 2025 (1 year)
Ameriprise
2017 - 2025 (8 years)
SunTrust Investment Services
2005 - 2017 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Sanibel, FL
Bloomfield Asset Management, Inc.
Series 63, Series 66
Ft. Myers, FL
Silver Thread Investments
Series 66
Fort Myers, FL
Roscoe Capital Management, LLC
Series 66
Fort Myers, FL
CPK Wealth Management LLC
CFP®, Series 63
Cape Coral, FL
Legacy Wealth Management, Inc.
Series 65
Fort Myers, FL
Lange Asset Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")