Unclaimed Profile

Tad Gregory Fergusson

MEKETA INVESTMENT GROUP INC·WESTWOOD, Massachusetts

Clean record18 years registeredMEKETA INVESTMENT GROUP INC

80 UNIVERSITY AVE, WESTWOOD, MA 02090CRD# 4518023Firm CRD# 110601

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tad Gregory Fergusson · WESTWOOD, MA

Registration

CRD #4518023 · MEKETA INVESTMENT GROUP INC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MEKETA INVESTMENT GROUP INC

PENSION CONSULTING ALLIANCE, INC.

Dec 2015 – Dec 2016

PORTLAND, OR

PENSION CONSULTING ALLIANCE, LLC

Jul 2015 – May 2019

PORTLAND, OR

PENSION CONSULTING ALLIANCE, INC.

Nov 2007 – Dec 2012

PORTLAND, OR

Registrations & Exams

Registration record

First registered · November 1, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEKETA INVESTMENT GROUP INC

CRD 110601 · SEC 801-14519

AUM

$9.7B

Regulatory assets under management

Employees

231

28 client accounts

Services offered by MEKETA INVESTMENT GROUP INC

Per Form ADV

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at MEKETA INVESTMENT GROUP INC →

Introduction

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Frequently Asked Questions

What services does Tad Gregory Fergusson offer?

Tad Gregory Fergusson specializes in Investment Management, Wealth Management.

What are Tad Gregory Fergusson's credentials?

Tad Gregory Fergusson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tad Gregory Fergusson located?

Tad Gregory Fergusson is based in WESTWOOD, Massachusetts, last registered with MEKETA INVESTMENT GROUP INC.

How does Tad Gregory Fergusson charge for services?

Tad Gregory Fergusson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEKETA INVESTMENT GROUP INC?

MEKETA INVESTMENT GROUP INC has approximately 231 employees and manages $9.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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