Mary G. Hirtle

MERIDIAN FINANCIAL SERVICES

PLYMOUTH, MA 02360

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CRD#: 6460900

Professional summary

Mary Gloria Hirtle, who also goes by Mary Hirtle, is a registered financial advisor currently at MERIDIAN FINANCIAL SERVICES, INC. located in Plymouth, Massachusetts.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Mary has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Hirtle

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 Mary Gloria 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®

None

Experience

Current

October 14, 2016 - Present

MERIDIAN FINANCIAL SERVICES, INC.

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

RIA

CRD#: 175393

PLYMOUTH, MA

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
(10/14/2016)

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 65

Date: 9/28/2016

Uniform Investment Adviser Law 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

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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Mary G. Hirtle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Gloria Hirtle's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2016

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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