Unclaimed Profile

Meg Green

MEG GREEN & ASSOCIATES, INC.·NORTH MIAMI BEACH, Florida

SIE, Series 7, Series 24, Series 6337 years registeredMEG GREEN & ASSOCIATES, INC.

2627 IVES DAIRY ROAD, NORTH MIAMI BEACH, FL 33180CRD# 714332Firm CRD# 141559

Profile Verification

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

Identity

Meg Green · NORTH MIAMI BEACH, FL

Registration

CRD #714332 · MEG GREEN & ASSOCIATES, INC. · 37 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MEG GREEN & ASSOCIATES, INC.

MEG GREEN & ASSOCIATES, INC.

Sep 2016 – Nov 2017

NORTH MIAMI BEACH, FL

ROYAL ALLIANCE ASSOCIATES, INC.

Apr 2001 – Sep 2012

N. MIAMI BEACH, FL

MEG GREEN & ASSOCIATES, INC.

Jul 1989 – Oct 2016

NORTH MIAMI BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · July 10, 1989

Years registered · 37

Disclosure History

2011Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

MEG GREEN & ASSOCIATES, INC.

CRD 141559 · SEC 801-70662

AUM

$457M

Regulatory assets under management

Employees

602 client accounts

Services offered by MEG GREEN & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MEG GREEN & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Meg Green offer?

Meg Green specializes in Financial Planning, Investment Management.

What are Meg Green's credentials?

Meg Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Meg Green located?

Meg Green is based in NORTH MIAMI BEACH, Florida, last registered with MEG GREEN & ASSOCIATES, INC..

How does Meg Green charge for services?

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

How large is MEG GREEN & ASSOCIATES, INC.?

MEG GREEN & ASSOCIATES, INC. has approximately 12 employees and manages $457M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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