Meridian Advisory Services

Meridian Advisory Services (CRD# 118971) is a financial advisory firm headquartered in Farmington Hills, MI. They manage $52,000,000 in 77 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $675,325
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Meridian Advisory Services
Showing 1 - 3 of 3 top financial advisors.
1
James B. Carano
CRD#: 4503102
Farmington, MI
90
Wealthminder
score

James Carano (CRD# 4503102) is an Investment Advisor Representative working at Meridian Advisory Services in Farmington, MI and has 1 year of experience in the finance industry. James Carano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ginny L. Sherrow
CRD#: 5326265
Farmington, MI
90
Wealthminder
score

Ginny Sherrow (CRD# 5326265) is an Investment Advisor Representative working at Meridian Advisory Services in Farmington, MI and has 1 year of experience in the finance industry. Ginny Sherrow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Neil S. Silver
CRD#: 2187791
Farmington, MI
81
Wealthminder
score

Neil Silver (CRD# 2187791) is an Investment Advisor Representative working at Meridian Advisory Services in Farmington, MI and has over 5 years of experience in the finance industry.

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