Unclaimed Profile

Meg Green

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

MEG 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.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Meg Green is a registered financial advisor based in NORTH MIAMI BEACH, Florida, affiliated with MEG GREEN & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MEG GREEN & ASSOCIATES, INC.

AUM

$457M

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 714332

Firm CRD# 141559

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Meg Green offer?

Meg Green specializes in Financial Planning, Investment Management. Contact their office in NORTH MIAMI BEACH, Florida for a consultation.

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, working with MEG GREEN & ASSOCIATES, INC.. Their office serves clients in the NORTH MIAMI BEACH metropolitan area and surrounding communities.

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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