Scarlyn Maria Leonardo
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 WealthApr 2024 to now
- Stonex Securities IncMar 2022 to now
- A Life Well Spent & Charpentier Wealth StrategiesMar 2021 to Sep 2021
- Lincoln Financial AdvisorsJan 2021 to Mar 2021
- AIGOct 2019 to Dec 2020
- Florida International UniversityJun 2019 to Dec 2021
- ImarketsliveJun 2017 to Jul 2019
- Rewards NetworkOct 2016 to Jul 2017
- Miami Dade CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7180336
- Firm CRD
- 284866