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Carolina Restrepo

MG&A WEALTH
Plantation, FL 33324
Some features on this profile are disabled
CRD#: 6483136
CR

Professional summary

Carolina Restrepo is a registered financial advisor currently at MG&A WEALTH located in Plantation, Florida and STONEX SECURITIES INC. located in Plantation, Florida.

Carolina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Carolina has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carolina Restrepo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 30, 2026 - Present

MG&A WEALTH

Office #1: 8151 Peters Road Suite 3200, Plantation, FL 33324
RIA
CRD#: 284866
Plantation, FL
Current

March 12, 2026 - Present

STONEX SECURITIES INC.

Office #1: 8151 Peters Road Suite 3200, Plantation, FL 33324
BD
CRD#: 18456
Plantation, FL
Past

June 28, 2022 - August 1, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Fort Lauderdale, FL
Past

April 22, 2019 - August 1, 2025

MORGAN STANLEY

BD
CRD#: 149777
Fort Lauderdale, FL
Past

November 29, 2016 - April 5, 2019

OPPENHEIMER & CO. INC.

BD
CRD#: 249
MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MG&A WEALTH
MEG GREEN & ASSOCIATES, INC. | MG&A WEALTH

CRD#: 284866 / SEC#: 801-108236

RIA
Registered Investment Advisory firm - (8/8/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(3/12/2026)
IAR
Florida
(3/30/2026)
RR
New York
(3/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/17/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/29/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MW
MG&A WEALTH
MEG GREEN & ASSOCIATES, INC. | MG&A WEALTH

CRD#: 284866 / SEC#: 801-108236

RIA
Registered Investment Advisory firm - (8/8/2016 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
8151 Peters Road Suite 3200, Plantation, FL 33324
Mailing Address
Phone number
(954) 289-9000
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MG&A WEALTH PART 2A DISCLOSURE BROCHURE (9/18/2025)

Regulatory assets under management

Total Number of Accounts1,521
AUM (Assets Under Management)$ 801,711,866

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MG&A WEALTH

CRD#: 284866Plantation, FL 33324

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