Meridian Investments, Inc.
Firm details
- Headquarters
- Vienna, Virginia
- CRD number
- 13225
- Registered since
- March 23, 1983
- Website
- www.meridiancompaniesllc.com
Firm profile
FINTRXOverview
Meridian Investments, Inc. is registered as a corporate investment adviser and has been SEC-registered since 1983. The firm is recorded as individually owned and is classified in the dataset as "Unclassified." Available records do not describe the firm's client segments, specific advisory services, or fee arrangements. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Those negative flags are explicit in the dataset; beyond them, operational detail is sparse and key business activities were not supplied.
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
Contacts
3 of 13
Caroline Wisniewski
FinOpCRD 1463513

John Casey
Co-FounderCRD 731545
Roman Brilman
Executive Vice PresidentCRD 4250758
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vienna, VA
Fairfax
Location
Vienna, VA
Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8065 Leesburg Pike
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Pactolus Capital Partners
Broker-DealerVienna, VA
Navy Federal Investment Services, LLC
Broker-DealerVienna, VA
Dominion Partners, L.C.
Broker-DealerGlen Allen, VA
Astrabit
Broker-DealerLeesburg, VA
Velerity Group, Inc.
Broker-DealerGreat Falls, VA
Davenport & Company LLC
Broker-DealerRichmond, VA