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 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
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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