Meghan D. Ide

CRUSONIA WEALTH ADVISORS LLC

DENVER, CO 80209

Some features on this profile are disabled

CRD#: 6817815

Professional summary

Meghan Donna Ide, who also goes by Meghan Ide, is a registered financial advisor currently at CRUSONIA WEALTH ADVISORS LLC located in Denver, Colorado.

Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Meghan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Meghan Ide

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Donna Ide's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 9, 2025 - Present

CRUSONIA WEALTH ADVISORS LLC

Office #1: 3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209

RIA

CRD#: 330057

DENVER, CO

Past

June 26, 2023 - June 16, 2025

PRIVATE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 165306

DENVER, CO

Past

September 9, 2022 - February 24, 2023

SANCTUARY ADVISORS, LLC

RIA

CRD#: 226606

DENVER, CO

Past

September 9, 2022 - February 24, 2023

SANCTUARY SECURITIES, INC.

CRD#: 205

Denver, CO

Past

April 6, 2021 - September 12, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DENVER, CO

Past

February 3, 2020 - September 12, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DENVER, CO

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".

CRUSONIA WEALTH ADVISORS LLC

ADVISORFIND | JONASSON RETIREMENT SOLUTIONS LLC | CRUSONIA WEALTH ADVISORS LLC

CRD#: 330057 / SEC#: 801-129632

RIA

Registered Investment Advisory firm - (3/4/2024 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.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/2/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/5/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/4/2019

Securities Industry Essentials Examination

Current Firm

CRUSONIA WEALTH ADVISORS LLC

ADVISORFIND | JONASSON RETIREMENT SOLUTIONS LLC | CRUSONIA WEALTH ADVISORS LLC

CRD#: 330057 / SEC#: 801-129632

RIA

Registered Investment Advisory firm - (3/4/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209

Mailing Address

Phone number

(303) 810-6366

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (8/4/2025)

Regulatory assets under management

Total Number of Accounts	230
AUM (Assets Under Management)	$ 161,347,493

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Meghan D. Ide

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Donna Ide's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CAPITAL MANAGEMENT, LLC

SANCTUARY ADVISORS, LLC

SANCTUARY SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CRUSONIA WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/2/2021

Series 7TO

Date: 3/5/2025

SIE

Date: 12/4/2019

Current Firm

CRUSONIA WEALTH ADVISORS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRUSONIA WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors