Scarlyn M. Leonardo

MG&A WEALTH

Plantation, FL 33324

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CRD#: 7180336

Professional summary

Scarlyn Maria Leonardo, who also goes by Scarlyn Leonardo, is a registered financial advisor currently at MG&A WEALTH located in Plantation, Florida and STONEX SECURITIES INC. located in Plantation, Florida.

Scarlyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Scarlyn has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scarlyn Leonardo

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 Scarlyn Maria Leonardo'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

May 14, 2024 - Present

MG&A WEALTH

Office #1: 8151 Peters Road Suite 3200, Plantation, FL 33324

RIA

CRD#: 284866

Plantation, FL

Current

March 27, 2023 - Present

STONEX SECURITIES INC.

Office #1: 8151 Peters Road Suite 3200, Plantation, FL 33324

CRD#: 18456

Plantation, 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".

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.

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

Florida
(4/26/2024)

IAR

Florida
(5/14/2024)

New York
(4/26/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/14/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/27/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/13/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

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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Scarlyn M. Leonardo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scarlyn Maria Leonardo's CRS (Customer Relationship Summary).

Certified licenses

Experience

MG&A WEALTH

STONEX SECURITIES INC.

Primary Firm SEC Registration

MG&A WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2024

Series 7TO

Date: 3/27/2023

SIE

Date: 4/13/2022

FINRA

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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