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BK

Brian T. Kohute

MERIDIAN WEALTH PARTNERS
EAST NORRITON, PA 19401
Some features on this profile are disabled
CRD#: 4163553
BK

Professional summary

Brian Timothy Kohute, AIF® is a registered financial advisor currently at MERIDIAN WEALTH PARTNERS, LLC located in East Norriton, Pennsylvania.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brian has worked at 6 firms and has passed the Series 66, SIE, Series 7 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 Brian Timothy Kohute's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

Experience

Current

April 10, 2017 - Present

MERIDIAN WEALTH PARTNERS, LLC

Office #1: 301 East Germantown Pike Ste 201, East Norriton, PA 19401
RIA
CRD#: 287768
EAST NORRITON, PA
Past

May 20, 2016 - September 19, 2016

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
Plymouth Meeting, PA
Past

August 4, 2009 - December 7, 2017

HJ WEALTH MANAGEMENT LLC

RIA
CRD#: 139160
PLYMOUTH MEETING, PA
Past

July 9, 2007 - May 24, 2016

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
PLYMOUTH MEETING, PA
Past

November 6, 2001 - July 6, 2007

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
PLYMOUTH MEETING, PA
Past

April 12, 2000 - November 6, 2001

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MERIDIAN WEALTH PARTNERS, LLC
MERIDIAN WEALTH PARTNERS, LLC | MERIDIAN WEALTH PARTNERS, LLC.

CRD#: 287768 / SEC#: 801-110067

RIA
Registered Investment Advisory firm - (3/20/2017 Approved)

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
Pennsylvania
(4/10/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/1/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/19/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/11/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/11/2002
General Securities Principal Examination

Current Firm

MW
MERIDIAN WEALTH PARTNERS, LLC
MERIDIAN WEALTH PARTNERS, LLC | MERIDIAN WEALTH PARTNERS, LLC.

CRD#: 287768 / SEC#: 801-110067

RIA
Registered Investment Advisory firm - (3/20/2017 Approved)
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Contact information

Main Address
301 East Germantown Pike Ste 201, East Norriton, PA 19401
Mailing Address
Phone number
(610) 272-4700
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (17 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS (12/3/2025)

Regulatory assets under management

Total Number of Accounts2,259
AUM (Assets Under Management)$ 1,255,735,728

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
Report
08/23/2024
Cover Page
Report
10/26/2023
Cover Page
Report

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 WEALTH PARTNERS, LLC

CRD#: 287768East Norriton, PA 19401

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