Meridian Platform Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
287845
Registered since
July 6, 2017

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 7
  • Jun-chul Yoon

    Jun-chul Yoon

    Venture ServicesCRD 7423317

  • Michael Tam

    Michael Tam

    Non-Managing MemberCRD 5235427

  • Charles Ziemba

    Charles Ziemba

    Senior Compliance AdvisorCRD 2958875

Unlock 4 more contacts

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth