Meaghan Anderson, financial advisor Boston MA
90 score

Meaghan Anderson

CRD Number: 5904363
Current Firm: Neuberger Berman LLC

Meaghan Anderson (CRD# 5904363) is an Investment Advisor Representative working at Neuberger Berman LLC in Boston, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Neuberger Berman LLC Boston, MA Jan 2014 - Current 2
Morgan Joseph Triartisan LLC Stamford, CT Oct 2013 - Jan 2014 < 1
Karis Capital Partners, LLC Stamford, CT Sep 2013 - Jan 2014 < 1
Morgan Joseph Triartisan LLC New York, NY Sep 2013 - Oct 2013 < 1
Knight Capital Americas LLC Purchase, NY Jul 2013 - Aug 2013 < 1
Knight Capital Americas LLC Greenwich, CT Jul 2012 - Jul 2013 1
Knight Capital Americas, LP Greenwich, CT Jun 2011 - Jul 2012 1
Knight Capital Americas, LP Purchase, NY Nov 2010 - Jun 2011 < 1
Institutional Investor New York, NY May 2010 - Nov 2010 < 1
Unemployed Tenafly, NJ Nov 2009 - May 2010 < 1
Memorial Hermann Houston, TX Jun 2009 - Nov 2009 < 1
Methodist Hospital Houston, TX Feb 2009 - Jun 2009 < 1
Unemployed Houston, TX Dec 2008 - Feb 2009 < 1
Rice University Houston, TX May 2008 - Dec 2008 < 1
Mlb New York, NY May 2007 - May 2008 1
Boston College Chestnut Hill, MA Sep 2003 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination May 2012
Contact Info for Meaghan E. Anderson
Phone Number: 212-476-9000
Firm Website: http://www.nb.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    52,626
    MILLIONS
  • Total Number of Accounts
    40,700
    ACCOUNTS
  • Average Account Value
    $1,293,032
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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