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 organized as a corporation and has been registered with the SEC since 1983. FINTRX categorizes ownership as individual and lists the firm’s regulatory/classification status as unclassified. The profile indicates Meridian is not a capital allocator and does not identify as an active ESG investor. Additional firm-level flags in the data show it is not listed as a multi-state adviser, pension consultant, or related adviser.
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
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