Megan Averitt, financial advisor Boston MA

Megan Averitt

CRD Number: 6560584
Current Firm: Putnam Investment Management, LLC

Megan Averitt (CRD# 6560584) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Putnam Retail Management Andover/boston, MA Sep 2015 - Current 8
Unemployed Alameda, CA Jun 2015 - Sep 2015 < 1
Dartmouth College Hanover, NH Sep 2011 - Jun 2015 3
Merriman Capital San Francisco, CA Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2016
Contact Info for Megan L. Averitt
Phone Number: 617-292-1000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    91,179
    MILLIONS
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $542,731,983
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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