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Managing Partner · Mg&a Wealth

James S. O'Halloran

CRD 2850664 · Named on Form ADV at one SEC-registered adviser

At a glance

Mg&a Wealth, an SEC-registered wealth manager based in Plantation, FL with $1.0 billion in regulatory assets, lists James S. O'Halloran on its Form ADV as Managing Partner.

Firms and roles

  • Mg&a WealthManaging PartnerWealth manager · Plantation, FL · $1.0B in regulatory assets

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.