Megan BleilCRD Number: 4801111
Current Firm: Pennington Partners & Company, LLC
Megan Bleil (CRD# 4801111) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 18 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Pennington Partners & Company, LLC||Bethesda, MD||Apr 2016 - Current||7|
|Bronfman E.l. Rothschild||Rockville, MD||Sep 2015 - Apr 2016||< 1|
|Highline Wealth Management, LLC||Bethesda, MD||Mar 2007 - Aug 2015||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2004|
Total Assets Under Management1,704MILLIONS
Total Number of Accounts437ACCOUNTS
Average Account Value$3,899,178
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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