Meghan Bergman

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → 04/2018
  Lenox Advisors
  New York, NY
• 10/2006 → 04/2018
  Mass Mutual Life
  New York, NY
• 12/2006 → 04/2018
  Mml Investors Services
  New York, NY
• 05/2018 → 05/2022
  Wealthspire / Lenox Wealth Advisors Llc
  New York, NY
• 05/2022 → 07/2025
  Jpmorgan Chase Bank Na
  New York, NY
• 05/2022 → 07/2025
  Jpmorgan Securities Llc
  New York, NY
• 10/2025 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2022-05-31 → 2025-10-23
  J.P. Morgan Securities Llc
  New York, NY
• 2021-08-30 → 2022-05-27
  Wealthspire Advisors
  New York, NY
• 2011-04-07 → 2018-09-05
  Lenox Advisors, Inc.
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-07-12
• S66 Uniform Combined State Law Examination
  2007-02-17

Designations

• Certified Financial Planner

Other Names

• Meghan Kaiser Bergman
• Meghan Elizabeth Bergman
• Meghan Elizabeth Kaiser
• Meghan Bergman