Meridian Equity Partners, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
20
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
133849
Registered since
May 6, 2005

Firm profile

FINTRX

Overview

Meridian Equity Partners, Inc. is organized as a corporation with individual ownership. The firm is classified as "Unclassified" in the provided data. Several operating attributes are flagged negative: it does not act as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, is not newly formed, and does not operate as a pension consultant or related adviser. The firm did not supply details about its client base, fee structure, core business activities, or advisory services in the materials provided.

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

Contacts

3 of 20
  • Roger Coleman

    SalesCRD 1092138

  • Robert Oswald

    Robert Oswald

    Senior Vice PresidentCRD 1645780

  • Paul Slinkowski

    EmployeeCRD 1661042

Unlock 17 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
Co Accounting Compliance Int St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth