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Maegen E. Chaudry

PENTEGRA INVESTORS
SHELTON, CT 06484-4657
CRD#: 5556813
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Maegen Emily ChaudryPENTEGRA INVESTORS

Professional summary

Maegen Emily Chaudry, who also goes by Maegen Emily Glick, Meg Glick, is a registered financial advisor currently at PENTEGRA INVESTORS, INC. located in Shelton, Connecticut and PENTEGRA DISTRIBUTORS INC. located in Shelton, Connecticut.

Maegen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Maegen has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Maegen Emily Glick | Meg Glick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maegen Emily Chaudry's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 23, 2017 - Present

PENTEGRA INVESTORS, INC.

Office #1: 2 Enterprise Drive Suite 408, Shelton, CT 06484-4657
RIA
CRD#: 111503
SHELTON, CT
Current

June 23, 2017 - Present

PENTEGRA DISTRIBUTORS INC.

Office #1: 2 Enterprise Drive Suite 408, Shelton, CT 06484
BD
CRD#: 26249
SHELTON, CT
Past

December 6, 2016 - May 31, 2017

CLEARBRIDGE INVESTMENTS, LLC

RIA
CRD#: 137028
NEW YORK, NY
Past

December 5, 2016 - May 31, 2017

FRANKLIN DISTRIBUTORS, LLC

BD
CRD#: 109064
STAMFORD, CT
Past

June 11, 2013 - March 19, 2015

CAPITAL CLIENT GROUP, INC.

RIA
CRD#: 6247
SAN ANTONIO, TX
Past

April 6, 2010 - March 19, 2015

CAPITAL CLIENT GROUP, INC.

BD
CRD#: 6247
SAN ANTONIO, TX
Past

December 19, 2008 - October 27, 2009

EDWARD JONES

RIA
CRD#: 250
HOUSTON, TX
Past

November 20, 2008 - October 27, 2009

EDWARD JONES

BD
CRD#: 250
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PENTEGRA INVESTORS, INC.
PENTEGRA INVESTORS, INC. | RETIREMENT SYSTEM INVESTORS INC

CRD#: 111503 / SEC#: 801-36893

RIA
Registered Investment Advisory firm - (8/1/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Connecticut
(6/23/2017)
RR
Texas
(6/23/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/2008
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PI
PENTEGRA INVESTORS, INC.
PENTEGRA INVESTORS, INC. | RETIREMENT SYSTEM INVESTORS INC

CRD#: 111503 / SEC#: 801-36893

RIA
Registered Investment Advisory firm - (8/1/1990 Approved)
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Contact information

Main Address
701 Westchester Avenue Suite 320e, White Plains, NY 10604-3805
Mailing Address
Phone number
(914) 694-1300
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

PENTEGRA INVESTORS, INC. - INSTITUTIONAL SERVICES (3/25/2025)

Regulatory assets under management

Total Number of Accounts272
AUM (Assets Under Management)$ 5,507,349,576

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PENTEGRA INVESTORS, INC.

CRD#: 111503Shelton, CT 06484-4657

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