Megan
Havey
Ballentine Partners
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About this Advisor
Megan Havey is a financial advisor based in Waltham, Massachusetts, working with Ballentine Partners. Megan has previously held positions at Wayfair, Northwestern Mutual, Schlegel & Schlegel Insurance Brokers, White Cliffs Country Club, Plymouth State University, McDonald's, Davis Wealth Advisors, Full Time Student, Ballentine Partners, LLC, Squam Lakes Financial Advisors, and Gator Greetings. Megan has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, Megan is part of Ballentine Partners, which operates out of Waltham, Massachusetts. The firm has 3 offices and 90 employees. The firm manages assets totaling $10.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars. The fee structure at Ballentine Partners includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Ballentine Partners Brokerage Details
$10,768,609,767
90
6,390
$1,685,228
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Megan Havey Work History
Ballentine Partners, LLC
Davis Wealth Advisors
Wayfair
Squam Lakes Financial Advisors
Northwestern Mutual
Schlegel & Schlegel Insurance Brokers
Mcdonald'S
Gator Greetings
Plymouth State University
White Cliffs Country Club
Full Time Student
Disclosures
Please visit the SEC profile of Megan Havey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ballentine Partners
Waltham, MA
Waltham, MA
Waltham, MA
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Waltham, MA
Rochester, NH
Waltham, MA
Waltham, MA
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