Carolina Restrepo
Investment adviser representative at Mg&a Wealth
11 yearsExperience
1 stateRegistered in
$1BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Mg&a WealthMar 2026 to now
- Stonex Securities IncMar 2026 to now
- House WifeAug 2025 to Mar 2026
- Morgan Stanley Smith Barney LLCApr 2019 to Jul 2025
- Oppenheimer & Co. Inc.May 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mg&a Wealth
Legal name: Meg Green & Associates, Inc.
$1BAssets managed
657Clients
7Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6483136
- Firm CRD
- 284866