Steven
Meglio
J. W. Cole Advisors, Inc
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About this Advisor
Steven Meglio is a financial advisor operating out of Caldwell, New Jersey with a total of 2 years of industry experience. Meglio is currently employed by J. W. Cole Advisors, Inc. During their career, the advisor has held roles at Meglio Group Pc, Fcg Advisors LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Meglio maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in New Jersey. J. W. Cole Advisors, Inc is a company based in Tampa, FL. The investment advisory business has offices in 388 locations and a total of 521 people on staff. It manages $5 billion in assets between its 24,060 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 27 charitable organizations. Of its 24,060 client accounts, just 8% are associated with high-net-worth individuals who have more than $1 million in investable assets. J. W. Cole Advisors, Inc performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management typically depend on the type of financial services. Fee types billed by J. W. Cole Advisors, Inc may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$4,854,030,147
521
24,060
$201,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Steven Meglio Work History
Steven has been registered as a financial advisor for 2 years.*
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Meglio Group Pc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Fcg Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Meglio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at J. W. Cole Advisors, Inc
Tampa, FL
Hudson, FL
Tampa, FL
Tampa, FL
Tampa, FL
Palm Bay, FL
Parkville, MD
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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