Marlon I. Rose

MERIDIAN WEALTH PARTNERS

MALVERN, PA 19355

CRD#: 8095618

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Professional summary

Marlon Isaac Rose is a registered financial advisor currently at MERIDIAN WEALTH PARTNERS, LLC located in Malvern, Pennsylvania.

Marlon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Marlon has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Marlon Isaac Rose'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

September 5, 2025 - Present

MERIDIAN WEALTH PARTNERS, LLC

Office #1: 9 Old Lincoln Highway, Malvern, PA 19355

RIA

CRD#: 287768

MALVERN, PA

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 WEALTH PARTNERS, LLC

MERIDIAN WEALTH PARTNERS, LLC | MERIDIAN WEALTH PARTNERS, LLC.

CRD#: 287768 / SEC#: 801-110067

RIA

Registered Investment Advisory firm - (3/20/2017 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

Pennsylvania
(9/5/2025)

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: 9/5/2025

Uniform Investment Adviser Law Examination

Current Firm

MERIDIAN WEALTH PARTNERS, LLC

MERIDIAN WEALTH PARTNERS, LLC | MERIDIAN WEALTH PARTNERS, LLC.

CRD#: 287768 / SEC#: 801-110067

RIA

Registered Investment Advisory firm - (3/20/2017 Approved)

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Contact information

Main Address

301 East Germantown Pike Ste 201, East Norriton, PA 19401

Mailing Address

Phone number

(610) 272-4700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS (12/3/2025)

Regulatory assets under management

Total Number of Accounts	2,259
AUM (Assets Under Management)	$ 1,255,735,728

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
08/23/2024	Cover Page	Report
10/26/2023	Cover Page	Report

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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Marlon I. Rose

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marlon Isaac Rose's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIAN WEALTH PARTNERS, LLC

Primary Firm SEC Registration

MERIDIAN WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2025

Current Firm

MERIDIAN WEALTH PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MERIDIAN WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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