Unclaimed Profile

Megan S Breslin

SAND HILL GLOBAL ADVISORS, LLC·PALO ALTO, California

SIE, Series 7, Series 66Clean record13 years registeredSAND HILL GLOBAL ADVISORS, LLC

245 LYTTON AVENUE, PALO ALTO, CA 94301CRD# 5470825Firm CRD# 111295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Megan S Breslin · PALO ALTO, CA

Registration

CRD #5470825 · SAND HILL GLOBAL ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

SAND HILL GLOBAL ADVISORS, LLC

Apr 2021 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2012 – Apr 2021

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 4, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAND HILL GLOBAL ADVISORS, LLC

CRD 111295 · SEC 801-58002

AUM

$3.4B

Regulatory assets under management

Employees

1,963 client accounts

Services offered by SAND HILL GLOBAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SAND HILL GLOBAL ADVISORS, LLC →

Introduction

Speak with Megan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Megan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PALO ALTO?

Browse all registered financial advisors in PALO ALTO, California or claim this profile if it's yours.

Browse PALO ALTO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Megan S Breslin offer?

Megan S Breslin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.

What are Megan S Breslin's credentials?

Megan S Breslin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Megan S Breslin located?

Megan S Breslin is based in PALO ALTO, California, working with SAND HILL GLOBAL ADVISORS, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Megan S Breslin charge for services?

Megan S Breslin's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAND HILL GLOBAL ADVISORS, LLC?

SAND HILL GLOBAL ADVISORS, LLC has approximately 32 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →