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Megan Ann Havey

Ballentine Partners

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About Megan Ann Havey

Megan Havey is an Investment Advisor Representative at Ballentine Partners. Megan is a CERTIFIED FINANCIAL PLANNER™ professional with over 5 years of experience in the financial services industry. Megan holds a Series 65 license and has experience working with a variety of clients, including high-net-worth individuals, families, and charitable organizations. Megan provides financial planning and portfolio management services. Megan is committed to helping her clients achieve their financial goals. Megan is a graduate of Plymouth State University and is a licensed lecturer at the university. Megan is also an active member of the community and volunteers her time to various organizations. Megan is a registered Investment Advisor in Massachusetts and New Hampshire.

Firm Information

Megan Havey is currently registered with Ballentine Partners. Ballentine Partners is an investment advisor headquartered in Waltham, MA. The firm manages over $10 billion in assets for high-net-worth individuals, charitable organizations, and pooled investment vehicles. Services include financial planning, portfolio management, and selection of other advisors.
Ballentine Partners

230 3RD AVENUE

WALTHAM, MA 02451

$10.77B

Assets Under Management

19

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Project fees

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Megan Havey’s Registration & Firm History

MA

01/31/2023 - Present

Ballentine Partners (Waltham MA)

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Licenses & Designations

IA

Issued 03/12/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Megan Ann Havey.
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