Meghan Bergman is a CFP-designated registered investment advisor, based in Chatham, NJ, with 16 years of industry experience.
Location
Chatham, NJ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Citi Private Alternatives, LLCBroker
December 2025 - Present · 5 mos
Citi Private Alternatives, LLC
December 2025 - Present · 5 mos
Citigroup Global Markets INC.
October 2025 - Present · 7 mos
Citigroup Global Markets INC.
October 2025 - Present · 7 mos
Citigroup Global Markets INC.Broker
October 2025 - Present · 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
June 2022 - October 2025 · 3 yrs 4 mos
J.P. Morgan Securities LLC
May 2022 - October 2025 · 3 yrs 5 mos
Wealthspire Advisors
August 2021 - May 2022 · 9 mos
Lenox Advisors, INC.
April 2011 - September 2018 · 7 yrs 5 mos
MML Investors Services, LLCBroker
January 2007 - August 2018 · 11 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.