Meredith C. Weeks
Professional summary
Meredith Collette Weeks, who also goes by Meredith Gibbs Collette, is a registered financial advisor currently at VIVALDI CAPITAL MANAGEMENT LP located in Chicago, Illinois.
Meredith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Meredith has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Meredith Collette Weeks's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 1, 2023 - Present
VIVALDI CAPITAL MANAGEMENT LP
Office #1: 225 West Wacker Suite 2100, Chicago, IL 60606April 23, 2019 - November 16, 2022
GREY STREET CAPITAL, LLC
Primary Firm SEC Registration
VIVALDI CAPITAL MANAGEMENT LP
CRD#: 160150 / SEC#: 801-73024
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/1/2023)
Current Firm
VIVALDI CAPITAL MANAGEMENT LP
CRD#: 160150 / SEC#: 801-73024
Contact information
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,413 |
| AUM (Assets Under Management) | $ 4,647,085,822 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/22/2024 | ||
| 10/24/2023 | ||
| 07/26/2022 |
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.
