Meraki Global Advisors LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Belleair Bluffs, Florida
CRD number
297930
Registered since
March 28, 2019

Firm profile

FINTRX

Overview

Meraki Global Advisors LLC is organized as a limited liability company and registered with the SEC in 2019. Public disclosures about the firm's business model, advisory services, target clients, and investment approach are minimal. The firm's ownership is listed as a combination of a domestic entity and an individual, and it is categorized as "unclassified" in the snapshot data. Available flags indicate Meraki Global Advisors is not a capital allocator, does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. Other operational details such as fee arrangements and specific advisory activities were not provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Scott Kurtis

    Scott Kurtis

    Chief Operating OfficerCRD 4437685

Contacts

3 of 8
  • Ana Carter

    Ana Carter

    FinOpCRD 4424794

  • Thomas Oleary

    Thomas Oleary

    Business Development RepresentativeCRD 1514619

  • David Laub

    Senior TraderCRD 1975120

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Belleair Bluffs, FL

Pinellas

Location

Belleair Bluffs, FL

Headquartered in Belleair Bluffs, FL, in the South of the United States.

Region
South
County
Pinellas
Address
593 Indian Rocks Rd N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth