Meridian Investments, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Vienna, Virginia
CRD number
13225
Registered since
March 23, 1983

Firm profile

FINTRX

Overview

Meridian Investments, Inc. is organized as a privately owned corporation with an individual owner. Publicly available snapshot data does not classify the firm into a conventional advisory category and provides no descriptive detail about its investment strategy, client focus, or fee model. The record indicates Meridian does not operate as a capital allocator and is not identified as an active ESG investor. The firm has not disclosed affiliations, advisory activities, or pension consulting services in the provided dataset. The dataset also flags Meridian as not being a multi-state adviser, although other location data (below) suggests a presence in more than one state. There is no information about public holdings, investment vehicles, alternatives, or client segments in the source material.

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 13
  • Aidan McDonough

    Aidan McDonough

    Vice PresidentCRD 7284339

  • John Boc

    John Boc

    Co-Founder & ChairmanCRD 707131

  • John Casey

    John Casey

    Co-FounderCRD 731545

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth