Megan Breslin (CRD# 5470825) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 11 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sand Hill Global Advisors, LLC | Palo Alto, CA | Apr 2021 - Current | 3 |
| Bank Of America, N.a. | San Mateo, CA | Feb 2016 - Mar 2021 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo, CA | Jan 2008 - Mar 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- CA
-
Total Assets Under Management3,444MILLIONS
-
Total Number of Accounts1,963ACCOUNTS
-
Average Account Value$1,754,341
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, ID, LA, MA, MD, ME, NC, NV, NY, TX, VA, WA
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