Meridian Financial Advisors, LLC

RIASEC RegisteredEst. 2019
Total AUM
$284M
Discretionary
$284M
100% of AUM
Avg account
$431K
Accounts
659
Employees
5
Advisory reps
3

Firm details

Headquarters
Holliston, Massachusetts
CRD number
119679
Registered since
October 7, 2019
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI84.42%
  • Individuals15.58%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Meridian Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC‑registered in 2019. Ownership is individual rather than institutionally held. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and, where applicable, via hourly and fixed fees. Meridian does not position itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 14%, Investment Grade Corp Bonds 7%, State & Local Bonds 6%, Cash & Cash Equivalents 3%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities14%
  • Investment Grade Corp Bonds7%
  • State & Local Bonds6%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Georgia Bruggeman

    Georgia Bruggeman

    Founder & CEOCRD 1433089

  • Ann Griffith

    Chief Compliance OfficerCRD 2936554

Contacts

1 of 1
  • Rana Choubah

    Rana Choubah

    Senior Financial AdvisorCRD 5256950

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 144

Active vs passive

$231M in ETFs

Passive

83%

$192M

Active

8%

$38.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$10.9M14,6204.75%

Location

Primary office

Holliston, MA

Middlesex

Location

Holliston, MA

Headquartered in Holliston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
13 Water St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth