Meraki Global Advisors LLC
Firm details
- Headquarters
- Belleair Bluffs, Florida
- CRD number
- 297930
- Registered since
- March 28, 2019
- Website
- merakiglobaladvisors.com
Firm profile
FINTRXOverview
Meraki Global Advisors LLC is organized as a limited liability company and registered with the SEC in 2019. Public disclosures about the firm's business model, advisory services, target clients, and investment approach are minimal. The firm's ownership is listed as a combination of a domestic entity and an individual, and it is categorized as "unclassified" in the snapshot data. Available flags indicate Meraki Global Advisors is not a capital allocator, does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. Other operational details such as fee arrangements and specific advisory activities were not provided.
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
Owners & executives
1 of 1
Scott Kurtis
Chief Operating OfficerCRD 4437685
Contacts
3 of 8
Ana Carter
FinOpCRD 4424794

Thomas Oleary
Business Development RepresentativeCRD 1514619
David Laub
Senior TraderCRD 1975120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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