Megan R Berkowitz

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 03/2026
  James N Ball & Company
  Westborough, MA
• 02/2014 → 09/2017
  Santander Bank
  Sturbridge, MA
• 09/2015 → Present
  Tufts Hospital For Large Animals
  Grafton, MA
• 11/2020 → 03/2026
  Commonwealth Financial Network
  Waltham, MA
• 03/2026 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2026 → Present
  James N Ball & Company
  Westborough, MA

Other Businesses

Scale House Operator, Tom Berkowitz Trucking; Located at 279 Douglas Rd, Whitinsville, MA 01588, as of 12/01/2021; 0% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-10

Other Names

• Megan Sclar
• Megan R Sclar