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Megan Barnett

Investment adviser representative at Mackay Shields LLC
12 yearsExperience
1 stateRegistered in
$159.5BFirm assets
57 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 assetsPerformance-based

Services the firm offers

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

  • Portfolio management

Experience

12 years in the industry.

  1. Mackay Shields LLCJan 2025 to now
  2. Imperial CapitalMay 2014 to Dec 2024

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

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

Mackay Shields LLC

$159.5BAssets managed
354Clients
7Advisers
57 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
6330677
Firm CRD
107717
Advisor's SEC record (opens in a new tab)
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