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Megan L. Mead

Envestnet PMC

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About Megan L. Mead

Megan L. Mead is an investment advisor representative associated with Envestnet PMC. Megan has been in the industry since 2007. Megan is registered with the state of Pennsylvania and Illinois. Megan specializes in providing portfolio management for individuals, investment companies, and businesses. Megan is also registered to provide pension consulting.

Firm Information

Megan Mead is currently registered with Envestnet PMC. Envestnet PMC is an investment advisor with over $426 billion in assets under management. The firm offers a variety of services, including portfolio management for individuals, businesses, and investment companies. They specialize in overlay portfolio management and serve a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. They also provide pension consulting and publish periodicals.
Envestnet PMC

150 NORTH RIVERSIDE PLAZA , SUITE 2050

CHICAGO, IL 60606

$426.07B

Assets Under Management

Not reported

Total Clients

53

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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overlay portfolio management

Overlay portfolio management

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

A percentage of assets or revenues under our clients' management

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Megan Mead’s Registration & Firm History

PA

05/02/2019 - Present

Envestnet PMC (Berwyn PA)

PA

07/19/2011 - 04/26/2018

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

PA

05/10/2007 - 07/12/2011

NUVEEN SECURITIES, LLC (RADNOR PA)

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Licenses & Designations

BOTH

Issued 11/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Megan L. Mead.
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