Meridian Financial, LLC
Meridian Financial, LLC (CRD# 119679) is a financial advisory firm headquartered in Holliston, MA. They manage $230,731,412 in 542 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management231MILLION
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Total Number of Accounts542ACCOUNTS
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Average Account Value$425,704
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Meridian Financial, LLC
1
Georgia Bruggeman (CRD# 1433089) is an Investment Advisor Representative working at Meridian Financial, LLC in Holliston, MA and has 1 year of experience in the finance industry.
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