MEREDITH BAY COLLECTIVE

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FRISCO, Texas
CRD number
338521
Registered since
September 12, 2025

Firm profile

FINTRX

Overview

Meredith Bay Collective is organized as a limited liability company and is registered with the SEC in 2025. Public-facing fields classify the firm as "unclassified" and list the owner type as an individual. The firm's filings indicate it does not act as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Other adviser roles such as pension consultant or related adviser are not indicated.

Assets & Accounts

Investments & Alternatives

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FRISCO, TX

COLLIN

Location

FRISCO, TX

Headquartered in FRISCO, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
3333 Preston Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth