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KD

Kristin E. Dimeo

MERIDIAN WEALTH GROUP
DADE CITY, FL 33525
Some features on this profile are disabled
CRD#: 8263113
KD
Kristin Elizabeth DimeoMERIDIAN WEALTH GROUP

Professional summary

Kristin Elizabeth Dimeo is a registered financial advisor currently at MERIDIAN WEALTH GROUP located in Dade City, Florida.

Kristin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kristin 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 Kristin Elizabeth Dimeo'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

July 1, 2026 - Present

MERIDIAN WEALTH GROUP

Office #1: 14142 17th Street, Dade City, FL 33525
RIA
CRD#: 342462
DADE CITY, FL

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
(7/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/9/2026
Uniform Investment Adviser Law Examination

Current Firm

MW
MERIDIAN WEALTH GROUP
MERIDIAN WEALTH GROUP | MERIDIAN WEALTH GROUP, LLC

CRD#: 342462 / SEC#: 801-136442

RIA
Registered Investment Advisory firm - (6/25/2026 120-Day Approval)
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Contact information

Main Address
14142 17th Street, Dade City, FL 33525
Mailing Address
Phone number
(813) 830-2736
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH GROUP ADV PART 2A 6-29-2026 (7/2/2026)
0

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 WEALTH GROUP

CRD#: 342462Dade City, FL 33525

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