Megan L. Mead
Investment adviser representative at Envestnet Pmc
7 yearsExperience
2 statesRegistered in
$614.9BFirm assets
26 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 assetsSubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Envestnet PmcMay 2019 to now
- Envestnet Asset ManagementOct 2018 to now
- UnemployedMay 2018 to Sep 2018
- Lincoln Financial Distributors, Inc.Jul 2011 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (IL, PA).
Envestnet Pmc
Legal name: Envestnet Asset Management, Inc.
$614.9BAssets managed
2,241,364Clients
57Advisers
26 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
- 5320688
- Firm CRD
- 111694