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Mallory Curian Mangrum

MEG GREEN & ASSOCIATES, INC.·PLANTATION, Florida
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

About

Mallory Curian Mangrum is a registered financial advisor based in PLANTATION, Florida, affiliated with MEG GREEN & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MEG GREEN & ASSOCIATES, INC.
MG&A WEALTH
AUM
$719M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at MEG GREEN & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUB-ADVISORY FEES
Regulatory
SEC/IARD CRD# 2481051
Firm CRD# 284866
View on FINRA BrokerCheck →

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05

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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