Meraki Global Advisors LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Belleair Bluffs, Florida
CRD number
297930
Registered since
March 28, 2019

Firm profile

FINTRX

Overview

Meraki Global Advisors LLC is organized as a limited liability company and appears in SEC records with a registration year of 2019. Public classification for the adviser is listed as "Unclassified." Available disclosures identify ownership as both a domestic entity and an individual, but they do not describe a clear business model or specializations. Filings and the dataset reviewed provide minimal detail about how the firm positions itself in the market. It is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not supplied information on its advisory activities, fee schedule, target client types, or affiliations in the materials reviewed.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Scott Kurtis

    Scott Kurtis

    Chief Operating OfficerCRD 4437685

Contacts

3 of 8
  • Ana Carter

    Ana Carter

    FinOpCRD 4424794

  • Thomas Oleary

    Thomas Oleary

    Business Development RepresentativeCRD 1514619

  • David Laub

    Senior TraderCRD 1975120

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Wealth teams

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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

Belleair Bluffs, FL

Pinellas

Location

Belleair Bluffs, FL

Headquartered in Belleair Bluffs, FL, in the South of the United States.

Region
South
County
Pinellas
Address
593 Indian Rocks Rd N
Time zone
ET (UTC-5)
Office locations

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