# MEG GREEN & ASSOCIATES, INC.

MEG GREEN & ASSOCIATES, INC. of PLANTATION, FL is an SEC-registered investment adviser.

## Registration

- CRD: 284866
- Type: SEC-registered investment adviser
- SEC file number: 801-108236
- Location: 8151 PETERS ROAD, SUITE 3200, PLANTATION, FL, 33324
- Phone: 954-289-9000
- Latest filing: 2026-03-31
- Regulatory AUM: $1.0B
- Discretionary AUM: $868.4M
- Non-discretionary AUM: $149.5M
- Clients: 15
- Accounts: 1,924

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Todd Michael Battaglia | PRESIDENT/CEO | — |
| Mallory Curian Mangrum | CHIEF COMPLIANCE OFFICER | — |
| Kevin Bernard Mcgann | VICE PRESIDENT/COO | — |
| James Sean O'Halloran | MANAGING PARTNER; VICE PRESIDENT OF WEALTH MANAGEMENT | — |
| Hugo Manuel Calenzani | CIO; MANAGING PARTNER AND CIO | — |
| BATTAGLIA TODD MICHAEL | PRESIDENT/CEO | — |
| MANGRUM MALLORY CURIAN | CHIEF COMPLIANCE OFFICER | — |
| MCGANN KEVIN BERNARD | VICE PRESIDENT/COO | — |
| O'HALLORAN JAMES SEAN | VICE PRESIDENT OF WEALTH MANAGEMENT | — |
| CALENZANI HUGO MANUEL | CIO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284866/similar
- Related entities: https://search.stillhousedata.com/firm/284866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284866

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.