Maegen E. Chaudry

PENTEGRA INVESTORS

WHITE PLAINS, NY 10604-3805

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CRD#: 5556813

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 White Plains, New York 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.

Question & Answer

Are you a "fiduciary"?

Yes

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: 701 Westchester Avenue Suite 320e, White Plains, NY 10604-3805

RIA

CRD#: 111503

WHITE PLAINS, NY

Current

June 23, 2017 - Present

PENTEGRA DISTRIBUTORS INC.

Office #1: 2 Enterprise Drive Suite 408, Shelton, CT 06484

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

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.

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

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".

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.

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)

Texas
(6/23/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/4/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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

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 Accounts	272
AUM (Assets Under Management)	$ 5,507,349,576

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Maegen E. Chaudry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PENTEGRA DISTRIBUTORS INC.

CLEARBRIDGE INVESTMENTS, LLC

FRANKLIN DISTRIBUTORS, LLC

CAPITAL CLIENT GROUP, INC.

CAPITAL CLIENT GROUP, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

PENTEGRA INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2008

SIE

Date: 10/1/2018

Series 7

Date: 11/19/2008

FINRA

Current Firm

PENTEGRA INVESTORS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PENTEGRA INVESTORS, INC.

TRUST BUT VERIFY

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