Megan E. Bierman
Professional summary
Megan Elizabeth Bierman, who also goes by Megan Bierman, is a registered financial professional currently at KIPPSDESANTO & COMPANY located in Mclean, Virginia and CAPITAL ONE SECURITIES, INC. located in New Orleans, Louisiana.
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 99TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Megan Elizabeth Bierman's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 10, 2025 - Present
KIPPSDESANTO & COMPANY
Office #1: 1675 Capital One Dr. Suite 1200, Mclean, VA 22102July 10, 2025 - Present
CAPITAL ONE SECURITIES, INC.
Office #1: 201 St. Charles Avenue Suite 1830, New Orleans, LA 70170July 10, 2025 - Present
TRIPLETREE, LLC
Office #1: 299 Park Avenue 14th Floor, New York, NY 10171State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 7/9/2025
Operations Professional ExaminationFINRA
Current Firm
TRIPLETREE, LLC
CRD#: 42820 / SEC#: , 8-50015
Contact information
FINRA licenses (3 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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