Meridian Platform Securities, LLC

Broker-DealerFINRA Member
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 with ownership listed as a combination of a domestic entity and an individual. Public records for the firm provide minimal operational detail: it is classified as "unclassified" in the available snapshot and does not present itself as a capital allocator or an active ESG investor. The firm is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser in the provided data.

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

Owners & executives

FINTRX

Contacts

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth