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 was registered with the SEC in 2017. Ownership is listed as a mix of a domestic entity and an individual. The firm is recorded as "unclassified" in the available snapshot and does not identify itself as a capital allocator. The dataset flags several negative attributes rather than positive specializations: Meridian Platform Securities is not flagged as an active ESG investor, not a multi-state adviser, not a pension consultant, and is not listed as a related adviser. The firm did not provide details in this extract about its advisory activities, fee structure, or client segments.

Assets & Accounts

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 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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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