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Principal, CEO and Chief Compliance Officer · MG Financial LLC

Mary E. Gilligan

CRD 1349564 · Named on Form ADV at one SEC-registered adviser

At a glance

MG Financial LLC, an SEC-registered wealth manager based in Braintree, MA with $1.1 billion in regulatory assets, lists Mary E. Gilligan on its Form ADV as Principal, CEO and Chief Compliance Officer, a control person.

Firms and roles

  • MG Financial LLCPrincipal, CEO and Chief Compliance OfficerWealth manager · Braintree, MA · $1.1B in regulatory assets

AtlasMembers

Mary’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.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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