Megan T. Wong
Professional summary
Megan Ting Wong, who also goes by Megan Wong, is a registered financial professional currently at BERKSHIRE GLOBAL ADVISORS LP located in New York, New York.
Megan is registered as a RR (Registered Representative) and started their career in finance in 2025. Megan has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Megan Ting Wong's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 17, 2025 - Present
BERKSHIRE GLOBAL ADVISORS LP
Office #1: 527 Madison Avenue 3rd Floor, New York, NY 10022State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/17/2025)
Exams
Series 79TO
Date: 9/17/2025
Investment Banking Registered Representative ExaminationFINRA
Current Firm
BERKSHIRE GLOBAL ADVISORS LP
CRD#: 124180 / SEC#: , 8-65641
Contact information
FINRA licenses (27 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JADA CORP. | MEMBER | |
| BOMY CAPITAL CORPORATION | MEMBER | |
| HUMPHREY, JOHN HILDESLEY | MEMBER | 6229742 |
| BERKSHIRE CAPITAL CORPORATION | MEMBER | |
| DBR HOLDINGS INC. | MEMBER | |
| DELAMORE FAMILY TRUST | MEMBER | |
| HJS CORPORATION | MEMBER | |
| LATIN FIREBIRD CORP. | MEMBER | |
| SUGAR MAPLE CORPORATION | MEMBER | |
| BACH, KRISTINA NMN | FINOP, PFO, POO | 4281682 |
| BERKSHIRE GLOBAL ADVISORS GP, LLC | GENERAL PARTNER | |
| CAMERON, ROBERT BRUCE | CEO | 1146348 |
| DUNN, GLENN MICHAEL | MEMBER | 8048233 |
| EMTEMARK, PHILIP RAYMOND | MEMBER | 6378495 |
| FRIEDMAN, JUSTIN A | MEMBER | 6357798 |
| HACHIM, AJMAL BEN | MEMBER | 6762228 |
| JAKHETE, OPAL RAJ | MEMBER | 6685034 |
| JEANB CORPORATION | MEMBER | |
| KOLINSKY, DANIEL MICHAEL | MEMBER | 6734357 |
| KRUKOWSKI, JULIAN THEODORE | CCO | 3070439 |
| MITCHELL, JULIE ERIN | CAO | 3128001 |
| TARTAN FARM CORP. | MEMBER |
Disclosures
| Regulatory Event | 1 |
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