Director, Senior Vice President and Clerk · S & Co., Inc.
Matthew E. Megargel
CRD 4327759 · Named on Form ADV at one SEC-registered adviser
At a glance
S & Co., Inc., an SEC-registered wealth manager based in Boston, MA with $2.5 billion in regulatory assets, lists Matthew E. Megargel on its Form ADV as Director, Senior Vice President and Clerk, a control person.
Firms and roles
- S & Co., Inc.Director, Senior Vice President and ClerkWealth manager · Boston, MA · $2.5B in regulatory assets
AtlasMembers
Matthew’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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Colleagues named on the same filings (7)
- Neil L. ThompsonDirector and Chairman, S & Co., Inc.
- George W. SaltonstallVice Chairman of the Board of Directors, S & Co., Inc.
- George N. JeppsonDirector, President, S & Co., Inc.
- Jeffrey L ThompsonDirector, Senior Vice President, S & Co., Inc.
- Thomas V. QuirkDirector and Senior Vice President, S & Co., Inc.
2 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.