Maegen
Chaudry

Pentegra Investors, Inc

CRD#5556813
Investment Advisor
in West Harrison, NY

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About this Advisor

Maegen Chaudry is a financial advisor working out of West Harrison, New York who has 6 years of relevant experience. Chaudry is currently employed by Pentegra Investors, Inc. Their career trajectory has included roles at American Funds Distributors, Inc, Legg Mason Investor Services LLC, Legg Mason & Co LLC, Clearbridge Investments, Pentegra Services, Inc, Pentegra Distributors, Inc and Pentegra Investors, Inc. Chaudry holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut. Pentegra Investors, Inc is a firm operating out of West Harrison, NY. The firm has a total of 13 financial advisors. It oversees $6 billion in assets among its 347 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Pentegra Investors, Inc performs a broad set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services typically vary depending on the services. Fee types charged by Pentegra Investors, Inc most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

701 Westchester Avenue Suite 320E
West Harrison, NY 10604-3805

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Pentegra Investors, Inc Brokerage Details

Total Assets Under Management

$6,243,737,063

NY Average: $7,464,549,021
Total Number of Employees

13

NY Average: 88
Total Number of Accounts

347

NY Average: 3,892
Average Account Size

$17,993,479

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Maegen Chaudry Work History

Maegen has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Pentegra Services, Inc

2017 - Present (7 years)

Pentegra Distributors, Inc

2017 - Present (7 years)

Pentegra Investors, Inc

2016 - 2017 (1 year)

Legg Mason Investor Services LLC

2016 - 2017 (1 year)

Legg Mason & Co LLC

2016 - 2017 (1 year)

Clearbridge Investments

2010 - 2015 (5 years)

American Funds Distributors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Maegen Chaudry 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 Pentegra Investors, Inc

Christopher Lamarca
West Harrison, NY
Zachery Demers
Litchfield, NH
Maegen Chaudry
West Harrison, NY
Pedro Frias
West Harrison, NY
Regina Montrony
West Harrison, NY
Maureen Hamblin
West Harrison, NY
Stephen Hughes
West Harrison, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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