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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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