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 with ownership split between a domestic entity and an individual. The firm’s profile in the snapshot is unclassified, and the available metadata indicates it does not act as a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser. Several typical business attributes (client types, fee schedules, and advisory activities) were not supplied in the source 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
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
- 596 Indian Rocks Rd N
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MFR Securities, Inc.
Broker-DealerNaples, FL
Finantia USA Inc.
Broker-DealerMiami, FL
GTS Securities LLC
Broker-DealerMiami, FL
First Liberties Financial
Broker-DealerTampa, FL
Bradesco Investments Inc.
Broker-DealerCoral Gables, FL
Oakwood Capital Securities, Inc.
Broker-DealerFort Myers, FL