Megan
Averitt

Putnam Investment Management, LLC

CRD#6560584
Investment Advisor
in Boston, MA

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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

Series 66, Chartered Financial Analyst

Years of Experience

15 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 15 years of experience.

2015 - Present (5 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.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Alexandra Nawoichik
Boston, MA
Linda Phelps
Boston, MA
Sean Healy
Boston, MA
George Moore
Boston, MA
Andrew Humberd
Boston, MA
Emily Mcgrath
Boston, MA
Austin Gilbert
Boston, MA

This content was compiled from the SEC and FINRA.

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