Putnam Investment Management, LLC
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About this Advisor
Megan Averitt is an investment advisor based in Boston, Massachusetts. Currently a registered advisor with Putnam Investment Management, LLC, they have accumulated 14 years of professional experience as a financial advisor. Averitt maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Averitt is registered to operate in Massachusetts. Throughout their career, they have worked at Dartmouth Tutor Clearinghouse, Merriman Capital, Putnam Retail Management and Dartmouth College. Putnam Investment Management, LLC is located in Boston, Massachusetts. As an advisory firm, Putnam Investment Management, LLC oversees $89 billion in assets across 154 client accounts and retains more than 303 people. The firm's total assets under management makes it one of the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 154 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Putnam Investment Management, LLC can offer portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Putnam Investment Management, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Megan Averitt Work History
Megan has 15 years of experience.
Putnam Retail Management
Dartmouth Tutor Clearinghouse
Megan Averitt has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC