MO
Megan G. Olsen
COMMONFUND SECURITIES
New York, NY 10022
CRD#: 7950575
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MO
Megan Grace OlsenCOMMONFUND SECURITIES
Professional summary
Megan Grace Olsen is a registered financial professional currently at COMMONFUND SECURITIES, INC. 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 3 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
CRS (Client Relationship Summary) - BD
Click below to view Megan Grace Olsen'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®
NoneExperience
Current
May 28, 2026 - Present
COMMONFUND SECURITIES, INC.
Office #1: 825 Third Avenue 22nd Floor, New York, NY 10022BD
CRD#: 43541
New York, NY
Past
July 7, 2025 - June 3, 2026
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Past
March 3, 2025 - June 9, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
RR
Alabama(5/28/2026)
RR
Alaska(5/28/2026)
RR
Arizona(5/28/2026)
RR
Arkansas(5/28/2026)
RR
California(5/28/2026)
RR
Colorado(5/28/2026)
RR
Connecticut(5/28/2026)
RR
Delaware(5/28/2026)
RR
District of Columbia(5/28/2026)
RR
Florida(5/28/2026)
RR
Georgia(5/28/2026)
RR
Hawaii(5/28/2026)
RR
Idaho(5/28/2026)
RR
Illinois(5/28/2026)
RR
Indiana(5/28/2026)
RR
Iowa(5/28/2026)
RR
Kansas(5/28/2026)
RR
Kentucky(5/28/2026)
RR
Louisiana(5/28/2026)
RR
Maine(5/28/2026)
RR
Maryland(5/28/2026)
RR
Massachusetts(5/28/2026)
RR
Michigan(5/28/2026)
RR
Minnesota(5/28/2026)
RR
Mississippi(5/28/2026)
RR
Missouri(5/28/2026)
RR
Montana(5/28/2026)
RR
Nebraska(5/28/2026)
RR
Nevada(5/28/2026)
RR
New Hampshire(5/28/2026)
RR
New Jersey(5/28/2026)
RR
New Mexico(5/28/2026)
RR
New York(5/28/2026)
RR
North Carolina(5/28/2026)
RR
North Dakota(5/28/2026)
RR
Ohio(5/29/2026)
RR
Oklahoma(5/28/2026)
RR
Oregon(5/28/2026)
RR
Pennsylvania(5/28/2026)
RR
Puerto Rico(5/28/2026)
RR
Rhode Island(5/28/2026)
RR
South Carolina(5/28/2026)
RR
South Dakota(5/28/2026)
RR
Tennessee(5/28/2026)
RR
Texas(5/28/2026)
RR
Utah(5/28/2026)
RR
Vermont(5/28/2026)
RR
Virgin Islands(5/28/2026)
RR
Virginia(5/28/2026)
RR
Washington(5/28/2026)
RR
West Virginia(5/28/2026)
RR
Wisconsin(5/28/2026)
RR
Wyoming(5/28/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/3/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CS
COMMONFUND SECURITIES, INC.
COMMONFUND SECURITIES, INC. | ENDOWMENT SERVICES, INC.
CRD#: 43541 / SEC#: , 8-50337
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
601 Merritt 7, Norwalk, CT 06851
Mailing Address
601 Merritt 7, Norwalk, CT 06851
Phone number
(203) 563-5000
Established
Delaware since 05/30/1997
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| COMMONFUND HOLDING COMPANY, INC. | SHAREHOLDER | |
| BARD, NANCY KIERNAN | MANAGING DIRECTOR; MEMBER, BOARD OF DIRECTORS | 1324063 |
| CERASUOLO, VIOLETTA | CHIEF COMPLIANCE OFFICER | 5362546 |
| DURRELL, SUSAN KERR | MANAGING DIRECTOR; MEMBER, BOARD OF DIRECTORS | 2945336 |
| HARITON, ANITA LYNNE | PRESIDENT AND CHIEF EXECUTIVE OFFICER; CHAIR, BOARD OF DIRECTORS | 4104946 |
| SPONGBERG, JONATHAN D | TREASURER | 5521666 |
Red Flags
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