Meridian Platform Securities, LLC
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 287845
- Registered since
- July 6, 2017
Firm profile
FINTRXOverview
Meridian Platform Securities, LLC is organized as a limited liability company and is registered with the SEC since 2017. The firm's ownership is listed as a combination of a domestic entity and an individual. In the available snapshot the firm is classified as "unclassified" and is not identified as a capital allocator. It does not flag itself as an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The FINTRX snapshot includes minimal operational detail: fields for client base, fee structure, business activities, and advisory activities are empty in the record. Based on the information provided, the firm's specific service offerings and market positioning cannot be determined from this dataset alone.
Assets & Accounts
Location & Offices
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 7
Jun-chul Yoon
Venture ServicesCRD 7423317

Michael Tam
Non-Managing MemberCRD 5235427

Charles Ziemba
Senior Compliance AdvisorCRD 2958875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wayne, PA
Delaware
Location
Wayne, PA
Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 1 Devon Sq W Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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