Meridian Equity Partners, Inc.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
20
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 is registered with the SEC; its registration goes back to 2005. Ownership is listed as an individual rather than an institutional owner or a parent company, and the firm’s regulatory classification in the available data is “unclassified.” Public filings and the snapshot data provide few details on the firm’s business model or client mix. The record marks Meridian Equity Partners, Inc. as not operating as a capital allocator and not positioning itself as an active ESG investor. It is not flagged as a multistate adviser, not newly formed, and is not identified as a pension consultant or as a related adviser to another registered entity. The limited public disclosure implies a relatively small, privately held advisory with a constrained public profile; specifics such as fee schedules, service lines, and client segments are not included in the available summary.

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 20
  • Gregory Moran

    Portfolio StrategistCRD 2517907

  • Paul Slinkowski

    EmployeeCRD 1661042

  • Roger Coleman

    SalesCRD 1092138

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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