MERIDIAN EQUITY PARTNERS, INC.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
21
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 and has been SEC-registered since 2005. The firm is owned by an individual and is classified in FINTRX data as "Unclassified." Available records indicate it is not set up as a capital allocator, is not identified as an active ESG investor, and does not operate as a multi-state adviser. FINTRX does not provide detail on the firm's client base, fee structure, business activities, or advisory services.

Assets & Accounts

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 21
  • GREGORY MORAN

    Portfolio StrategistCRD 2517907

  • PAUL SLINKOWSKI

    EmployeeCRD 1661042

  • ROGER COLEMAN

    SalesCRD 1092138

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

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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