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Find, Compare and Monitor Financial Advisors at MERIDIAN INVESTMENTS, INC.

CRD#: 13225
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

MERIDIAN INVESTMENTS, INC. is located at 8065 Leesburg Pike 504, Vienna, VA 22182 and was first established at Philadelphia, Massachusetts in 04/22/1983. After operating for 43 years, MERIDIAN INVESTMENTS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MERIDIAN INVESTMENTS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. MERIDIAN INVESTMENTS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MERIDIAN INVESTMENTS, INC. are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MERIDIAN INVESTMENTS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MERIDIAN INVESTMENTS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for MERIDIAN INVESTMENTS, INC. Comes From

Understanding the Statistics for MERIDIAN INVESTMENTS, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
2

FIRM INFORMATION

Main Address
8065 Leesburg Pike 504, Vienna, VA 22182
Mailing Address
8065 Leesburg Pike 504, Vienna, VA 22182
Firm Size
Small
Phone Number
(301) 983-5000
Established
Massachusetts since 04/22/1983
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BOC, JOHN FRANCISCHAIRMAN/CEO/TREASURER/DIRECTOR707131
CASEY, JOHN PETERVICE CHAIRMAN/DIRECTOR731545
MCDERMOTT, JEREMIAH JOHNPRESIDENT, DIRECTOR, ASSISTANT TREASURER2205038
BRILMAN, ROMANEXECUTIVE REP, CCO, AMLCO4250758
PAYNE, KIMBERLY EFINOP, CFO5531223

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Advisor's working at MERIDIAN INVESTMENTS, INC.

JM

Jeremiah John Mcdermott

RR
CRD#: 2205038
Location:
Vienna, VA 22182
Company:
MERIDIAN INVESTMENTS, INC.
Disclosures:
Experience:
33 years
View Profile
RB

Roman Brilman

RR
CRD#: 4250758
Location:
Atlanta, GA 30326
Company:
MERIDIAN INVESTMENTS, INC.
Disclosures:
Experience:
25 years
View Profile
BD

Blaise Patrick Davis

RR
CRD#: 7366913
Location:
Vienna, VA 22182
Company:
MERIDIAN INVESTMENTS, INC.
Disclosures:
Experience:
4 years
View Profile
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