Meraki Global Advisors LLC
Firm details
- Headquarters
- Belleair Bluffs, Florida
- CRD number
- 297930
- Registered since
- March 28, 2019
- Website
- merakiglobaladvisors.com
Firm profile
FINTRXOverview
Meraki Global Advisors LLC is organized as a limited liability company and is SEC-registered (registration year 2019). Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as unclassified in the FINTRX snapshot and is not identified as a capital allocator. FINTRX flags indicate it does not position itself as an active ESG investor, is not a multi-state adviser, is not newly formed, does not act as a pension consultant, and is not listed as a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Scott Kurtis
Chief Operating OfficerCRD 4437685
Contacts
3 of 8
Teo Lacroze
AssistantCRD 7619664
Edward Stockley
PartnerCRD 5505333
Benjamin Arnold
Founder & Managing PartnerCRD 4997870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Insperex LLC
Broker-DealerDelray Beach, FL
T Capital Funding, LLC
Broker-DealerAltamonte Spirngs, FL
Drake Star Securities LLC
Broker-DealerWest Palm Beach, FL
Intercoastal Capital Markets, Inc.
Broker-DealerBoca Raton, FL
Citadel Securities LLC
Broker-DealerMiami, FL
Pacific Financial Associates, Inc.
Broker-DealerParkland, FL