Profile
Mr. Donald C.
Megliola is Co-Founder & Senior Managing Director at Fulcrum Securities LLC.
In 1997, Mr. Megliola began his career as an Investment Professional at Prudential Securities Inc., under the leadership of J.
Patrick Kearns.
Then, in 2002, he opened his own retirement planning practice in Reston, Virginia and has spent the past four years running an independent practice through ING Financial Partners.
In 2003, he has finally reunited with his long time colleague and mentor Pat Kearns, and founded Fulcrum.
Mr. Megliola received his B.S.
degree in Business and Finance, Cum Laude, from Cornell University.
Former positions of Donald Christopher Megliola
Companies | Position | End |
---|---|---|
Fulcrum Securities LLC
Fulcrum Securities LLC Investment Banks/BrokersFinance Founded in 2004 by J. Patrick Kearns, Fulcrum Securities LLC is a registered broker dealer located in McLean, Virginia. The firm is a subsidiary of AHM-Pivot Holdings LLC, itself a subsidiary of Pivot Holdings LLC. | Founder | 28/02/2014 |
Prudential Securities | Corporate Officer/Principal | 30/12/2001 |
Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses. | Corporate Officer/Principal | - |
Training of Donald Christopher Megliola
Cornell University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Fulcrum Securities LLC
Fulcrum Securities LLC Investment Banks/BrokersFinance Founded in 2004 by J. Patrick Kearns, Fulcrum Securities LLC is a registered broker dealer located in McLean, Virginia. The firm is a subsidiary of AHM-Pivot Holdings LLC, itself a subsidiary of Pivot Holdings LLC. | Finance |
Prudential Securities | Finance |
Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses. | Finance |
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