Meghan Bergman
Investment adviser representative at Citigroup Global Markets Inc.
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$56BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Citigroup Global Markets Inc.Oct 2025 to now
- CitigroupOct 2025 to now
- JPMorgan Chase Bank NAMay 2022 to Jul 2025
- JPMorgan Securities LLCMay 2022 to Jul 2025
- Wealthspire / Lenox Wealth Advisors LLCMay 2018 to May 2022
- MML Investors ServicesDec 2006 to Apr 2018
- Lenox AdvisorsOct 2006 to Apr 2018
- Mass Mutual LifeOct 2006 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5192998
- Firm CRD
- 7059