Steven Othello Meglio

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1991 → Present
  Meglio Group Pc
  Caldwell, NJ
• 02/2010 → 08/2020
  Fcg Advisors Llc
  Chatham, NJ
• 08/2020 → 04/2021
  Cambridge Investment Research, Inc
  Fairfield, IA
• 08/2020 → 04/2021
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2021 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2020-08-24 → 2021-05-04
  Cambridge Investment Research Advisors, Inc.
  Chatham, NJ
• 2017-08-04 → 2020-12-31
  Fcg Wealth Management, Llc
  Chatham, NJ

Other Businesses

1) Meglio Group PC; not investment related; President/owner - start date 1/1/1993; 28 Bloomfield Ave, Suite 100, Pine Brook, NJ 07058; accounting practice; 130 hours per month, all during trading. 2) 74 Passiac Avenue LLC; not investment related; member - start date 12/29/2008; 28 Bloomfield Avenue, Suite 100, Pine Brook, NJ 07058; real estate investment (apartments), review maintenance & financials; 2 hours per month, 0 during trading. 3) 21-25 Bloomfield Avenue LLC; not investment related; member - start date 7/2/2015; 28 Bloomfield Avenue, Suite 100, Pine Brook, NJ 07058; real estate investment, office building development; 2 hours per month, 0 during trading. 4) R Deal Holdings LLC; not investment related; member - start date 1/24/2011; 28 Bloomfield Avenue, Suite 100, Pine Brook, NJ 07058; real estate investment, review maintenance & financials; 1 hour per month, 0 during trading. 5) 60 Roseland Avenue LLC; not investment related; member - start date 2/8/2008; 28 Bloomfield Avenue, Suite 100, Pine Brook, NJ 07058; real estate investment - office, oversee property maintenance; 1 hour per month, 0 during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-31