MERIDIAN EQUITY PARTNERS, INC.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
21
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
133849
Registered since
May 6, 2005

Firm profile

FINTRX

Overview

Meridian Equity Partners, Inc. is organized as a corporation and has been registered with the SEC since 2005. The firm is owned by an individual and is classified in FINTRX data as "Unclassified." Available records indicate it is not designated as a capital allocator, not a multi-state adviser, not an active ESG investor, and is not identified as a related adviser or pension consultant. FINTRX does not provide descriptions of the firm's advisory activities, fee schedule, or client segments.

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

Contacts

3 of 21
  • GREGORY MORAN

    Portfolio StrategistCRD 2517907

  • PAUL SLINKOWSKI

    EmployeeCRD 1661042

  • ROGER COLEMAN

    SalesCRD 1092138

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
Co Accounting Compliance Int St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth