AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JA

Jonathan M. Acquafredda

MERIDIAN EQUITY PARTNERS
Rockville Centre, NY 11570
Some features on this profile are disabled
CRD#: 2502343
JA

Professional summary

Jonathan Michael Acquafredda, who also goes by Jon Michael Acquafredda, is a registered financial professional currently at MERIDIAN EQUITY PARTNERS, INC. located in Rockville Centre, New York.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1995. Jonathan has worked at 5 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 25, Series 3, Series 10 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jon Michael Acquafredda

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Michael Acquafredda's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 20, 2005 - Present

MERIDIAN EQUITY PARTNERS, INC.

Office #1: 265 Sunrise Highway, Suite 61, Rockville Centre, NY 11570
BD
CRD#: 133849
Rockville Centre, NY
Past

May 22, 2001 - May 23, 2005

DRIVEWEALTH INSTITUTIONAL LLC

BD
CRD#: 33038
NEW YORK, NY
Past

October 1, 2000 - May 24, 2001

FARINA & ASSOCIATES, INC.

BD
CRD#: 32830
NEW YORK, NY
Past

May 5, 1998 - October 28, 1998

SANTANDER INVESTMENT SECURITIES INC.

BD
CRD#: 37216
NEW YORK, NY
Past

November 29, 1995 - July 9, 1997

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(7/25/2013)
RR
New York
(9/12/2006)

Exams

State Security Law Exam
RR
Series 63
Date: 12/20/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/1/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 25
Date: 4/22/1999
NYSE Trading Assistant Examination
General Industry/Product Exam
RR
Series 3
Date: 1/6/1997
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/12/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm

ME
MERIDIAN EQUITY PARTNERS, INC.
MERIDIAN EQUITY PARTNERS, INC.

CRD#: 133849 / SEC#: , 8-66784

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038
Mailing Address
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038
Phone number
(212) 742-8472
Established
New York since 11/26/2004
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
ACQUAFREDDA, JONATHAN MICHAELSECRETARY/DIR2502343
CORPINA, JONATHAN DOUGLASCEO/PRESIDENT/TREAS/DIR2575529
LYTLE, COLUMB PATRICKVP/DIR/CFO/COO/CCO/PFO/POO2810260

Disclosures

Regulatory Event2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MERIDIAN EQUITY PARTNERS, INC.

CRD#: 133849Rockville Centre, NY 11570

TRUST BUT VERIFY

Monitor Jonathan Acquafredda

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
Matthew James Borja Wang
Matthew James WangAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
New York, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.