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Megan Ann Havey

Ballentine Partners

Waltham, MA

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Current Employers
Ballentine Partners

230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-02-15
NH RA APPROVED 2023-01-31
  • MA RA
    APPROVED
    Since 2023-02-15
  • NH RA
    APPROVED
    Since 2023-01-31

Branch Locations

230 Third Ave, Fl 6, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wayfair Boston MA 07/2019 03/2020
Northwestern Mutual Manchester NH 09/2017 12/2017
Schlegel & Schlegel Insurance Brokers Yarmouth MA 05/2017 08/2018
White Cliffs Country Club Plymouth MA 05/2013 08/2018
Plymouth State University Plymouth NH 09/2015 05/2019
Mcdonald's Sagamore MA 12/2017 06/2018
Davis Wealth Advisors Salem NH 03/2020 01/2023
Ballentine Partners, Llc Waltham MA 01/2023 Present
Squam Lakes Financial Advisors Holderness NH 09/2018 01/2019
Gator Greetings Rockland MA 12/2016 01/2017
  • 07/2019 → 03/2020
    Wayfair
    Boston, MA
  • 09/2017 → 12/2017
    Northwestern Mutual
    Manchester, NH
  • 05/2017 → 08/2018
    Schlegel & Schlegel Insurance Brokers
    Yarmouth, MA
  • 05/2013 → 08/2018
    White Cliffs Country Club
    Plymouth, MA
  • 09/2015 → 05/2019
    Plymouth State University
    Plymouth, NH
  • 12/2017 → 06/2018
    Mcdonald's
    Sagamore, MA
  • 03/2020 → 01/2023
    Davis Wealth Advisors
    Salem, NH
  • 01/2023 → Present
    Ballentine Partners, Llc
    Waltham, MA
  • 09/2018 → 01/2019
    Squam Lakes Financial Advisors
    Holderness, NH
  • 12/2016 → 01/2017
    Gator Greetings
    Rockland, MA
Previous Registrations
Other Businesses

Plymouth State University - Teaching Lecturer - Teaching a college level course for Personal Financial Planning. No advice given, paid position.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-12
  • S65 Uniform Investment Adviser Law Examination
    2022-03-12
Designations
Other Names
  • Megan A Anderson

View on SEC IAPD

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Other Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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