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FIRM PROFILE
Overview
MERIDIAN PLATFORM SECURITIES, LLC is located at One Devon Square 724 W. Lancaster Avenue, Suite 218, Wayne, PA 19087 and was first established at Philadelphia, California in 01/23/2017. After operating for 9 years, MERIDIAN PLATFORM SECURITIES, LLC 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 PLATFORM SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. MERIDIAN PLATFORM SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MERIDIAN PLATFORM SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 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 PLATFORM SECURITIES, LLC‘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 PLATFORM SECURITIES, LLC. 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.
Where the Statistical Data for MERIDIAN PLATFORM SECURITIES, LLC Comes From
Understanding the Statistics for MERIDIAN PLATFORM SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
One Devon Square 724 W. Lancaster Avenue, Suite 218, Wayne, PA 19087
One Devon Square 724 W. Lancaster Avenue, Suite 218, Wayne, PA 19087
Small
(415) 209-5123
California since 01/23/2017
Limited Liability Company
December
FIRM DOCUMENTS
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Advisor's working at MERIDIAN PLATFORM SECURITIES, LLC
Michele Ann Silvestro
Mitchell Steven Avnet
Kimberly Dorman Matisoff
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