Meridian Platform Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
287845
Registered since
July 6, 2017

Firm profile

FINTRX

Overview

Meridian Platform Securities, LLC is organized as a limited liability company with a domestic entity / individual ownership structure. The provider's classification in the source dataset is listed as "Unclassified," and the published fields include minimal detail about its advisory activities, fee arrangements, or client segments. The dataset flags the firm as not a capital allocator and not an active ESG investor; it is also not identified as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Available disclosures give little visibility into the firm's business model or investment positioning. There are no firm-level descriptions of target clients, advisory services, or delegation arrangements in the supplied data, so its operating emphasis cannot be inferred from the dataset alone.

Assets & Accounts

Investments & Alternatives

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 7
  • Sarah Sutton

    Sarah Sutton

    Compliance PrincipalCRD 4151257

  • Mitchell Avnet

    Mitchell Avnet

    FounderCRD 2267190

  • Michael Tam

    Michael Tam

    Non-Managing MemberCRD 5235427

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth