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DF

Daniel J. Fortunato

MERIDIAN FINANCIAL PARTNERS
WARRENTON, VA 20186
CRD#: 8035201
Some features on this profile are disabled
DF
Daniel James FortunatoMERIDIAN FINANCIAL PARTNERS

Professional summary

Daniel James Fortunato is a registered financial advisor currently at MERIDIAN FINANCIAL PARTNERS LLC located in Warrenton, Virginia.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Daniel has worked at 1 firm and has passed the Series 65 and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Fortunato'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

February 22, 2025 - Present

MERIDIAN FINANCIAL PARTNERS LLC

Office #1: 39 South 4th Street, Warrenton, VA 20186
RIA
CRD#: 281969
WARRENTON, VA

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".
MF
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
Virginia
(2/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/21/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/24/2024
Securities Industry Essentials Examination

Current Firm

MF
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
6

SEC notice filing (12 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 Accounts1,398
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.

Company Information

MERIDIAN FINANCIAL PARTNERS LLC

CRD#: 281969Warrenton, VA 20186

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