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Mallory Curian Mangrum

MEG GREEN & ASSOCIATES, INC.·PLANTATION, Florida
SIE, Series 7, Series 24, Series 63Clean recordMEG GREEN & ASSOCIATES, INC.
8151 PETERS ROAD, PLANTATION, FL 33324CRD# 2481051Firm CRD# 284866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mallory Curian Mangrum · PLANTATION, FL
Registration
CRD #2481051 · MEG GREEN & ASSOCIATES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MEG GREEN & ASSOCIATES, INC.
CRD 284866 · SEC 801-108236
AUM
$719M
Regulatory assets under management
Employees
12
1,347 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 Mallory Curian Mangrum offer?
Mallory Curian Mangrum specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.
What are Mallory Curian Mangrum's credentials?
Mallory Curian Mangrum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mallory Curian Mangrum located?
Mallory Curian Mangrum is based in PLANTATION, Florida, working with MEG GREEN & ASSOCIATES, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.
How does Mallory Curian Mangrum charge for services?
Mallory Curian Mangrum's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-advisory 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 $719M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MEG GREEN & ASSOCIATES, INC.

James Sean O'halloran
PLANTATION, FL
Kevin Bernard Mcgann
PLANTATION, FL
Todd Michael Battaglia
PLANTATION, FL
Hugo Manuel Calenzani
PLANTATION, FL

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