Meg Green

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CRD#: 714332

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Meg Green, who also goes by Margaret P Gennet, Margaret Poleshuck, was a registered financial professional .

Meg is a previously registered financial professional and started their career in finance in 1980. Meg had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Margaret P Gennet | Margaret Poleshuck

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 30, 2016 - November 10, 2017

MG&A WEALTH

RIA

CRD#: 284866

NORTH MIAMI BEACH, FL

Past

August 31, 2012 - August 16, 2017

STONEX SECURITIES INC.

CRD#: 18456

MIAMI, FL

Past

April 27, 2001 - September 6, 2012

OSAIC WEALTH, INC.

RIA

CRD#: 23131

N. MIAMI BEACH, FL

Past

November 20, 1989 - December 8, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 19, 1989 - September 6, 2012

OSAIC WEALTH, INC.

CRD#: 23131

N. MIAMI BEACH, FL

Past

July 10, 1989 - October 3, 2016

MEG GREEN & ASSOCIATES, INC.

RIA

CRD#: 141559

NORTH MIAMI BEACH, FL

Past

May 22, 1984 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 10, 1980 - May 9, 1984

ABRAMS SECURITIES, INC.

CRD#: 7909

Past

August 22, 1980 - March 18, 1981

INVESTACORP, INC.

CRD#: 7684

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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/30/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/16/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/1980

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/1/1986

General Securities Principal Examination

Current Firm

MG&A WEALTH

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

CRD#: 284866 / SEC#: 801-108236

RIA

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

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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

SEC notice filing (10 States and Territories)

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 Accounts	1,521
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.

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Advisor Monitoring

Firm Stability Insights

Meg Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STONEX SECURITIES INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

OSAIC WEALTH, INC.

MEG GREEN & ASSOCIATES, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

ABRAMS SECURITIES, INC.

INVESTACORP, INC.

Primary Firm SEC Registration

MG&A WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 7/30/1984

SIE

Date: 8/16/2017

Series 7

Date: 8/16/1980

Series 24

Date: 7/1/1986

Current Firm

MG&A WEALTH

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MG&A WEALTH

TRUST BUT VERIFY

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