Marc M. Hirtle

MERIDIAN FINANCIAL SERVICES

PLYMOUTH, MA 02360

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CRD#: 2795999

Professional summary

Marc Melvin Hirtle, CFP® is a registered financial advisor currently at MERIDIAN FINANCIAL SERVICES, INC. located in Plymouth, Massachusetts.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Marc has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Marc Melvin Hirtle'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

April 27, 2015 - Present

MERIDIAN FINANCIAL SERVICES, INC.

Office #1: 128 Warren Avenue Unit 2, Plymouth, MA 02360

RIA

CRD#: 175393

PLYMOUTH, MA

Past

March 14, 2006 - February 24, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BRAINTREE, MA

Past

February 8, 2001 - February 25, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BRAINTREE, MA

Past

November 29, 1999 - March 14, 2006

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

September 18, 1996 - November 29, 1999

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/16/2025)

IAR

Massachusetts
(4/27/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/17/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/30/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/24/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/9/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/17/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/4/1998

General Securities Principal Examination

Current Firm

MERIDIAN FINANCIAL SERVICES, INC.

MERIDIAN FINANCAIL SERVICES, INC. | MERIDIAN FINANCIAL SERVICES, INC.

CRD#: 175393 / SEC#:

Massachusetts

Registered Investment Advisory firm - (4/27/2015 Approved)

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Contact information

Main Address

128 Warren Avenue Unit 2, Plymouth, MA 02360

Mailing Address

Phone number

(774) 404-7931

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 67,603,000

Red Flags

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

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Marc M. Hirtle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Melvin Hirtle's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/17/2000

Series 63

Date: 9/30/1996

SIE

Date: 2/24/2015

Series 7

Date: 6/9/1998

Series 6

Date: 9/17/1996

Series 24

Date: 9/4/1998

Current Firm

MERIDIAN FINANCIAL SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MERIDIAN FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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