MEGHAN G. RUMP
ROBERTSON STEPHENS | Managing Director, Partner
Westport, CT 06880
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CRD#: 5001688
Professional summary
MEGHAN G RUMP, CFP®, who also goes by Meghan Mcdermott Gerne, is a registered financial advisor currently at ROBERTSON STEPHENS located in Westport, Connecticut and ROBERTSON STEPHENS CAPITAL MARKETS, LLC located in Westport, Connecticut.
MEGHAN is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. MEGHAN has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Meghan Rump is a Managing Director at The Thrush Group. She brings more than 10 years of experience in financial services and wealth management to the team, as well as a background in client service.
Meghan focuses on providing clients with high-touch service and thoughtful advice.
Prior to Hightower, Meghan was a Financial Advisor at Merrill Lynch. She previously served as a Client Associate, working closely with clients to assist them in a variety of aspects of their financial lives. She leverages this experience in her role as a financial advisor.
Meghan earned her Bachelor of the Arts degree in English from Villanova University. She holds the Certified Financial Planner™ (CFP™) and Chartered Retirement Planning Counselor® (CRPC®) designations.
Meghan currently resides in New Canaan, CT with her husband, James, and dog, George.
Question & Answer
What are your service offerings?
Insurance Planning
Estate Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Meghan Mcdermott Gerne
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.
(1) LICENSED INSURANCE AGENT (2) ROBERTSON STEPHENS CAPITAL MARKETS; 61 JESUP ROAD, WESTPORT, CT 06880; BROKER DEALER; START: 3/01/2024; REGISTERED REPRESENTATIVE; 1% OF TIME SPENT IN THIS ACTIVITY. (3 ) ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC; 61 JESUP ROAD, WESTPORT, CT 06880; RIA; START 3/01/2024; MANAGING DIRECTOR/INVESTMENT ADVISER REPRESENTATIVE; 99% OF TIME SPENT.IN THIS ACTIVITY
CRS (Client Relationship Summary) - RIA
Click below to view MEGHAN G RUMP'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®
CFP®
Start date: 2015
Experience
Current
March 8, 2024 - Present
ROBERTSON STEPHENS
Office #1: 61 Jesup Road, Westport, CT 06880RIA
CRD#: 289977
Westport, CT
Current
March 13, 2024 - Present
ROBERTSON STEPHENS CAPITAL MARKETS, LLC
Office #1: 61 Jesup Road, Westport, CT 06880BD
CRD#: 290635
Westport, CT
Past
October 17, 2016 - February 29, 2024
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Westport, CT
Past
October 17, 2016 - February 29, 2024
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
Westport, CT
Past
January 12, 2007 - October 19, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GREENWICH, CT
Past
January 12, 2007 - October 19, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GREENWICH, CT
Past
January 16, 2006 - January 23, 2007
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
STAMFORD, CT
Past
October 12, 2005 - January 23, 2007
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
STAMFORD, CT
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".
RS
ROBERTSON STEPHENS
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
CRD#: 289977 / SEC#: 801-111814
RIA
Registered Investment Advisory firm - (10/11/2017 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.RR
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(3/8/2024)
RR
Connecticut(3/13/2024)
RR
New York(3/13/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RS
ROBERTSON STEPHENS
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
CRD#: 289977 / SEC#: 801-111814
RIA
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Contact information
Main Address
455 Market Street Ste. 1450, San Francisco, CA 94105-2442
Mailing Address
Phone number
(415) 500-6810
Established
Firm type
Fiscal year end
# of Employees
113
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,419 |
| AUM (Assets Under Management) | $ 7,139,384,497 |
Red Flags
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Company Information
ROBERTSON STEPHENS
Managing Director, PartnerCRD#: 289977Westport, CT 06880TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
