Meg Green & Associates, Inc.

Meg Green & Associates, Inc. (CRD# 141559) is a financial advisory firm headquartered in North Miami Beach, FL. They manage $457,049,017 in 602 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    457
    MILLION
  • Total Number of Accounts
    602
    ACCOUNTS
  • Average Account Value
    $759,218
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NJ, NY, PA, TX

Financial Advisors at Meg Green & Associates, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jeremy J. Bailey
CRD#: 5406005
2627 Ives Dairy Road, Suite 201, North Miami Beach, FL 33180
93
Wealthminder
score

Jeremy Bailey (CRD# 5406005) is an Investment Advisor Representative working at Meg Green & Associates, Inc. in North Miami Beach, FL and has over 6 years of experience in the finance industry.

2
Hugo M. Calenzani
CRD#: 4924231
2627 Ives Dairy Road, Suite 201, North Miami Beach, FL 33180
93
Wealthminder
score

Hugo Calenzani (CRD# 4924231) is an Investment Advisor Representative working at Meg Green & Associates, Inc. in North Miami Beach, FL and has over 9 years of experience in the finance industry.

3
Michael S. Kessel
CRD#: 4812979
2627 Ives Dairy Road, Suite 201, North Miami Beach, FL 33180
93
Wealthminder
score

Michael Kessel (CRD# 4812979) is an Investment Advisor Representative working at Meg Green & Associates, Inc. in North Miami Beach, FL and has over 8 years of experience in the finance industry.

4
James S. O'halloran
CRD#: 2850664
2627 Ives Dairy Road, Suite 201, North Miami Beach, FL 33180
93
Wealthminder
score

James O'halloran (CRD# 2850664) is an Investment Advisor Representative working at Meg Green & Associates, Inc. in North Miami Beach, FL and has over 19 years of experience in the finance industry.

5
Daniela C. Ricaldone
CRD#: 5403762
2627 Ives Dairy Road, Suite 201, North Miami Beach, FL 33180
93
Wealthminder
score

Daniela Ricaldone (CRD# 5403762) is an Investment Advisor Representative working at Meg Green & Associates, Inc. in North Miami Beach, FL and has over 7 years of experience in the finance industry.

6
Todd M. Battaglia
CRD#: 1965041
2627 Ives Dairy Road, Suite 201, North Miami Beach, FL 33180
83
Wealthminder
score

Todd Battaglia (CRD# 1965041) is an Investment Advisor Representative working at Meg Green & Associates, Inc. in North Miami Beach, FL and has over 24 years of experience in the finance industry.

7
Meg Green
CRD#: 714332
2627 Ives Dairy Road, Suite 201, North Miami Beach, FL 33180
83
Wealthminder
score

Meg Green (CRD# 714332) is an Investment Advisor Representative working at Meg Green & Associates, Inc. in North Miami Beach, FL and has over 32 years of experience in the finance industry.

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