Megstar Financial Management Inc.

Megstar Financial Management Inc. (CRD# 125514) is a financial advisory firm headquartered in , . They manage $6,000,000 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $428,571
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, NJ

Financial Advisors at Megstar Financial Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark J. McNally
CRD#: 2311539
Montvale, NJ
87
Wealthminder
score

Mark McNally (CRD# 2311539) is an Investment Advisor Representative working at Megstar Financial Management Inc. in Montvale, NJ and has 1 year of experience in the finance industry.

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