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Megan Ann Bleil

Investment adviser representative at Pennington Partners & Co., LLC
10 yearsExperience
1 stateRegistered in
$5.1BFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Pennington Partners & Co., LLCApr 2016 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 1 state (MD).

Pennington Partners & Co., LLC

$5.1BAssets managed
112Clients
11Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4801111
Firm CRD
282688
Advisor's SEC record (opens in a new tab)
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