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 with a domestic entity / individual ownership structure. The provider's classification in the source dataset is listed as "Unclassified," and the published fields include minimal detail about its advisory activities, fee arrangements, or client segments. The dataset flags the firm as not a capital allocator and not an active ESG investor; it is also not identified as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Available disclosures give little visibility into the firm's business model or investment positioning. There are no firm-level descriptions of target clients, advisory services, or delegation arrangements in the supplied data, so its operating emphasis cannot be inferred from the dataset alone.
Assets & Accounts
Investments & Alternatives
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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