Meridian Equity Partners, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 133849
- Registered since
- May 6, 2005
- Website
- meptraders.com
Firm profile
FINTRXOverview
Meridian Equity Partners, Inc. is a privately held corporate advisory firm that registered with the SEC in 2005. Ownership is listed as individual-held and the firm is categorized as unclassified in available records. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is also not registered as a multi-state adviser, not newly formed, and is not described as a pension consultant or as having a related adviser relationship. Available filings do not provide detail on client types, fee schedules, specific advisory activities, or investment strategies, so there is no public description of portfolio construction, target markets, or service lines for advisors evaluating a possible relationship.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 20Gregory Moran
Portfolio StrategistCRD 2517907
Paul Slinkowski
EmployeeCRD 1661042
Roger Coleman
SalesCRD 1092138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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