Megan
Averitt

Putnam Investment Management, LLC

CRD#6560584
Investment Advisor
in Boston, MA
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About this Advisor

Megan Averitt is a financial advisor working out of Boston, Massachusetts, with 13 years in the industry. Averitt currently works for Putnam Investment Management, LLC. Throughout their career, Averitt has worked at Dartmouth Tutor Clearinghouse, Merriman Capital, Putnam Retail Management and Dartmouth College. Averitt holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. Putnam Investment Management, LLC is a financial advisory company operating out of Boston, Massachusetts. It has $92 billion in total assets between its 160 customer accounts, placing it among the biggest firms in the nation by assets under management. The advisory firm provides a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial advisory services are based on the financial services offered. However, fee types billed by Putnam Investment Management, LLC most likely include asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$88,631,299,657

MA Average: $16,012,751,954
Total Number of Employees

303

MA Average: 118
Total Number of Accounts

154

MA Average: 4,567
Average Account Size

$575,527,920

MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Megan Averitt Work History

Megan has 13 years of experience.

2015 - Present (4 years)

Putnam Retail Management

2014 - 2014 (< 1 year)

Merriman Capital

2012 - 2012 (< 1 year)

Dartmouth Tutor Clearinghouse

2011 - 2015 (4 years)

Dartmouth College

Disclosures

Megan Averitt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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