Brian T. Kohute

MERIDIAN WEALTH PARTNERS

EXTON, PA 19341

Some features on this profile are disabled

CRD#: 4163553

Professional summary

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

1. Independent Insurance Agent, Sole Proprietor, Start: 2009, 1000 Germantown Pike Ste. H1 Plymouth Meeting, PA 19462, Insurance Agency/Agent, Not investment related, 1 hour per month, <1 hour per day during trading hours. 3. Array Financial, A Division of WSFS Bank, FSB, Corporation, Start 01/2013, 510 W. Lancaster Avenue Haverford, PA 19041, Banking & Mortgages/Loan Originator, 4-5 hours per month, <1 hour per day during trading hours. 3. Pension Plan Consultants, LLC, Start: 01/2008, 1000 Germantown Pike Ste. H1 Plymouth Meeting, PA 19462, Third Party Administrator for Pension Plans/Consultant, 6 hours per month, <1 hour per day during trading hours.

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: 367 Eagleview Boulevard Ste 202, Exton, PA 19341

RIA

CRD#: 287768

EXTON, PA

Past

May 20, 2016 - September 19, 2016

MUTUAL SECURITIES, INC.

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.

CRD#: 18487

PLYMOUTH MEETING, PA

Past

November 6, 2001 - July 6, 2007

CINCINNATI ANALYSTS, INC.

CRD#: 5478

PLYMOUTH MEETING, PA

Past

April 12, 2000 - November 6, 2001

NATIONAL PLANNING CORPORATION

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".

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)

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: 5/1/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/19/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/11/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/11/2002

General Securities Principal Examination

Current Firm

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)

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

367 Eagleview Boulevard Ste 202, Exton, PA 19341

Mailing Address

Phone number

(610) 272-4700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS (4/28/2025)

Regulatory assets under management

Total Number of Accounts	2,259
AUM (Assets Under Management)	$ 1,255,735,728

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
08/23/2024	Cover Page	Report
10/26/2023	Cover Page	Report
11/18/2022	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.

Similar Advisors

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

Lawrence Springer

OSAIC WEALTH, INC.

IAR

Hockessin, DE

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian T. Kohute

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Timothy Kohute's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

HJ WEALTH MANAGEMENT LLC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CINCINNATI ANALYSTS, INC.

NATIONAL PLANNING CORPORATION

Primary Firm SEC Registration

MERIDIAN WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/1/2000

SIE

Date: 9/19/2016

Series 7

Date: 4/11/2000

Series 24

Date: 2/11/2002

Current Firm

MERIDIAN WEALTH PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MERIDIAN WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors