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 has been registered with the SEC since 2017. The firm is listed as having a domestic entity and individual ownership structure and is classified in the dataset as "Unclassified." The firm is not identified as a capital allocator and does not report being an active ESG investor. It is not recorded as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser in the available dataset. The source file does not include descriptions of Meridian Platform Securities’ advisory or business activities, fee schedule, client segmentation, or stated investment preferences.
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 7JUN-CHUL YOON
Venture ServicesCRD 7423317
MICHAEL TAM
Non-Managing Member CRD 5235427
CHARLES ZIEMBA
Senior Compliance AdvisorCRD 2958875
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
Similar firms
MARATHON TRADING GROUP LLC
Broker-DealerWAYNE, PA
MCG SECURITIES LLC
Broker-DealerWAYNE, PA
J. ALDEN ASSOCIATES, INC.
Broker-DealerWAYNE, PA
HARTFORD FUNDS DISTRIBUTORS, LLC
Broker-DealerWAYNE, PA
KEYSTONE TRADING PARTNERS
Broker-DealerWAYNE, PA
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Broker-DealerRADNOR, PA