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MT

Michael D. Tam

MERIDIAN PLATFORM SECURITIES
WAYNE, PA 19087
Some features on this profile are disabled
CRD#: 5235427
MT

Professional summary

Michael Derrick Tam is a registered financial professional currently at MERIDIAN PLATFORM SECURITIES, LLC located in Wayne, Pennsylvania.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2026. Michael has worked at 1 firm and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Michael Derrick Tam'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 11, 2026 - Present

MERIDIAN PLATFORM SECURITIES, LLC

Office #1: One Devon Square 724 W. Lancaster Avenue, Suite 218, Wayne, PA 19087
BD
CRD#: 287845
WAYNE, PA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 2/12/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/22/2026
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MP
MERIDIAN PLATFORM SECURITIES, LLC
EC SECURITIES LLC | VOYAGER GLOBAL ADVISORS LLC | MERIDIAN PLATFORM SECURITIES, LLC | LEVEL 9 TECHNOLOGY ADVISORS, LLC | EC SECURITIES, LLC

CRD#: 287845 / SEC#: , 8-69913

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
One Devon Square 724 W. Lancaster Avenue, Suite 218, Wayne, PA 19087
Mailing Address
One Devon Square 724 W. Lancaster Avenue, Suite 218, Wayne, PA 19087
Phone number
(415) 209-5123
Established
California since 01/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AL ADVISORS MANAGEMENT, INC.PARENT COMPANY
AVNET, MITCHELL STEVENCHIEF COMPLIANCE OFFICER2267190
MATISOFF, KIMBERLY DORMANCHIEF EXECUTIVE OFFICER5982741
SILVESTRO, MICHELE ANNPRINCIPAL FINANCIAL OFFICER/FINOP6960939

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 PLATFORM SECURITIES, LLC

CRD#: 287845Wayne, PA 19087

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