Meridian Financial Advisors, LLC
Firm details
- Headquarters
- Holliston, Massachusetts
- CRD number
- 119679
- Registered since
- October 7, 2019
- Website
- www.meridianfinancial.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.42%
- Individuals15.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meridian Financial Advisors, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm is SEC-registered (2019) and offers financial planning and discretionary portfolio management for individuals and small businesses. Its billing options include assets-under-management fees, hourly charges, and fixed-fee engagements, which supports a mix of ongoing advisory relationships and project-based planning work. Meridian describes itself as focused on managing privately held client portfolios rather than acting as a capital allocator or pension consultant. It does not identify as an ESG investor and is not classified as a multi-state or related adviser in its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities14%
- Investment Grade Corp Bonds7%
- State & Local Bonds6%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Georgia Bruggeman
Founder & CEOCRD 1433089
Ann Griffith
Chief Compliance OfficerCRD 2936554
Contacts
1 of 1
Rana Choubah
Senior Financial AdvisorCRD 5256950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$233M in ETFs
83%
$193M
9%
$39.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $11.1M | 14,451 | 4.75% |
Location
Holliston, MA
Middlesex
Location
Holliston, MA
Headquartered in Holliston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 13 Water St
- Time zone
- ET (UTC-5)
- Office locations
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