Maegen Chaudry (CRD# 5556813) is an Investment Advisor Representative working at Pentegra Investors, Inc. in White Plains, NY and has over 15 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pentegra Services, Inc. | White Plains, NY | May 2017 - Current | 6 |
| Pentegra Distributors, Inc. | Shelton, CT | May 2017 - Current | 6 |
| Pentegra Investors, Inc. | White Plains, NY | May 2017 - Current | 6 |
| Legg Mason Investor Services LLC | Stamford, CT | Dec 2016 - May 2017 | < 1 |
| Legg Mason & Co LLC | Stamford, CT | Dec 2016 - May 2017 | < 1 |
| Clearbridge Investments | New York, NY | Dec 2016 - May 2017 | < 1 |
| Unemployed | New York, NY | Mar 2015 - Nov 2016 | 1 |
| American Funds Distributors, Inc. | San Antonio, TX | Feb 2010 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- CT
-
Total Assets Under Management5,895MILLIONS
-
Total Number of Accounts291ACCOUNTS
-
Average Account Value$20,258,567
- A percentage of assets under your management
- Fixed fees (other than subscription 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CT, NJ, NY
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