Nathaniel S. Gilbert

MERIDIAN FINANCIAL PARTNERS LLC

Warrenton, VA 20186

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CRD#: 4514358

Professional summary

Nathaniel Scott Gilbert, who also goes by Nathan Gilbert, is a registered financial advisor currently at MERIDIAN FINANCIAL PARTNERS LLC located in Warrenton, Virginia.

Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Nathaniel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Gilbert

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 Nathaniel Scott Gilbert'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®

None

Experience

Current

March 8, 2016 - Present

MERIDIAN FINANCIAL PARTNERS LLC

Office #1: 39 South 4th Street, Warrenton, VA 20186

RIA

CRD#: 281969

Warrenton, VA

Past

November 16, 2015 - March 3, 2016

MERIDIAN FINANCIAL PARTNERS LLC

RIA

CRD#: 249790

WARRENTON, VA

Past

June 1, 2008 - September 28, 2015

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

WARRENTON, VA

Past

June 1, 2008 - September 28, 2015

OSAIC INSTITUTIONS, INC.

CRD#: 35371

WARRENTON, VA

Past

October 22, 2003 - June 1, 2008

BI INVESTMENTS, LLC

RIA

CRD#: 125437

WARRENTON, VA

Past

August 18, 2003 - October 16, 2003

BI INVESTMENTS, LLC

RIA

CRD#: 125437

WARRENTON, VA

Past

August 18, 2003 - June 1, 2008

BI INVESTMENTS, LLC

CRD#: 125437

WARRENTON, VA

Past

December 4, 2002 - September 22, 2003

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

WARRENTON, VA

Past

September 4, 2002 - September 22, 2003

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CHARLOTTE, NC

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 FINANCIAL PARTNERS LLC

MERIDIAN FINANCIAL PARTNERS LLC | MERIDIAN PARTNERS LLC

CRD#: 281969 / SEC#: 801-107287

RIA

Registered Investment Advisory firm - (3/4/2016 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

Texas
(5/19/2021)

IAR

Virginia
(3/8/2016)

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: 11/14/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/28/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/26/2002

General Securities Representative Examination

Current Firm

MERIDIAN FINANCIAL PARTNERS LLC

MERIDIAN FINANCIAL PARTNERS LLC | MERIDIAN PARTNERS LLC

CRD#: 281969 / SEC#: 801-107287

RIA

Registered Investment Advisory firm - (3/4/2016 Approved)

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Contact information

Main Address

39 South 4th Street, Warrenton, VA 20186

Mailing Address

Phone number

(540) 878-5416

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MFP ADV 2A FINAL (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,398
AUM (Assets Under Management)	$ 510,822,690

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.

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Advisor Monitoring

Firm Stability Insights

Nathaniel S. Gilbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Scott Gilbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIAN FINANCIAL PARTNERS LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

BI INVESTMENTS, LLC

BI INVESTMENTS, LLC

BI INVESTMENTS, LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

Primary Firm SEC Registration

MERIDIAN FINANCIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2002

SIE

Date: 9/28/2015

Series 7

Date: 8/26/2002

Current Firm

MERIDIAN FINANCIAL PARTNERS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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