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Steven Othello Meglio

FCG WEALTH MANAGEMENT, LLC·CHATHAM, New Jersey
SIE, Series 7, Series 27, Series 65, Series 99TOClean record9 years registeredFCG WEALTH MANAGEMENT, LLC
ONE MAIN STREET, CHATHAM, NJ 07928CRD# 4578670Firm CRD# 281165

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Othello Meglio · CHATHAM, NJ
Registration
CRD #4578670 · FCG WEALTH MANAGEMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

J. W. COLE ADVISORS, INC.
Apr 2021 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Aug 2020 – May 2021
Chatham, NJ
FCG WEALTH MANAGEMENT, LLC
Aug 2017 – Dec 2020
CHATHAM, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 65
Series 99TO
Registration record
First registered · August 4, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FCG WEALTH MANAGEMENT, LLC
CRD 281165 · SEC 801-55281
AUM
$1.2B
Regulatory assets under management
Employees
19
1,850 client accounts
Services offered by FCG WEALTH MANAGEMENT, LLC
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 FCG WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Steven Othello Meglio offer?
Steven Othello Meglio specializes in Financial Planning, Investment Management. Contact their office in CHATHAM, New Jersey for a consultation.
What are Steven Othello Meglio's credentials?
Steven Othello Meglio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Othello Meglio located?
Steven Othello Meglio is based in CHATHAM, New Jersey, working with FCG WEALTH MANAGEMENT, LLC. Their office serves clients in the CHATHAM metropolitan area and surrounding communities.
How does Steven Othello Meglio charge for services?
Steven Othello Meglio's firm is compensated through percentage of aum, subscription fees, commissions, other: could be an added ticket charge or fee as disclosed. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FCG WEALTH MANAGEMENT, LLC?
FCG WEALTH MANAGEMENT, LLC has approximately 19 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FCG WEALTH MANAGEMENT, LLC

Jay Wilson Haas
CHATHAM, NJ
John Anthony Combias
CHATHAM, NJ
CFP
Dale Francis Francis Mark Gilkes
CHATHAM, NJ
Christopher Adam Glatz
CHATHAM, NJ

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