Meaghan AndersonCRD 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 5 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Neuberger Berman LLC||Boston, MA||Jan 2014 - Current||4|
|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|
Total Assets Under Management52,626MILLIONS
Total Number of Accounts40,700ACCOUNTS
Average Account Value$1,293,032
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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