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; its registration year in the dataset is 2017. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the record. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the provided data.
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
Sarah Sutton
Compliance PrincipalCRD 4151257
Mitchell Avnet
FounderCRD 2267190
Michael Tam
Non-Managing MemberCRD 5235427
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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