Meglena Gadeleva
Advisor at Fidelity
Updated today
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
Fidelity
Location
Scarsdale, NY 10583-2507
Credentials
CFP®, Series 63
Industry experience
16 years
About
Meg Gadeleva is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has over two decades of experience in the financial industry, focusing on helping clients navigate financial planning and achieve their financial goals. Prior to her current role, she served as Relationship Manager at Fidelity Investments from 2017 to 2019.
Her prior experience includes roles such as Regional Manager at Utre - 401k and Pension in Bulgaria from 2014 to 2016, Branch Manager at JP Morgan Chase from 2010 to 2014, Private Client Banker at JP Morgan Chase from 2006 to 2010, and Banker at Citizens Bank from 2004 to 2006. Meg holds a California Insurance License.
Outside of her professional life, Meg's interests include art, family activities, hiking, outdoor adventures, reading, and volunteering.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Retirement income strategy
General retirement planning
Cash flow / budgeting
Debt management
Location
799 Central Park Ave, Greenville Shopping Center
Scarsdale, NY 10583-2507
Most active in
Meglena G has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity BROKERAGE SERVICES LLC
2017 - Present (9 years)
JPMorgan Chase
2016 - 2017 (1 year)
JPMorgan Securities LLC
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
YES English language School
2015 - 2016 (1 year)
University of Plovdiv
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
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