Meridian Platform Securities, LLC
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 287845
- Registered since
- July 6, 2017
Firm profile
FINTRXOverview
Meridian Platform Securities, LLC is organized as a limited liability company and is listed as having registered with the SEC in 2017. Ownership is recorded as a combination of a domestic entity and an individual. The firm is categorized as "Unclassified" in the source data and is not identified as a capital allocator. The record notes several negative flags rather than positive service descriptions: the firm is not flagged as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not reported as a related adviser. The firm did not supply details about its advisory or other business activities in the provided dataset.
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 7
Sarah Sutton
Compliance PrincipalCRD 4151257

Mitchell Avnet
FounderCRD 2267190

Michael Tam
Non-Managing MemberCRD 5235427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wayne, PA
Delaware
Location
Wayne, PA
Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 1 Devon Sq W Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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