Meridian Asset Management, LLC
Meridian Asset Management, LLC (CRD# 154239) is a financial advisory firm headquartered in , . They manage $26,684,301 in 54 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$494,154
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Scott Heess (CRD# 2002787) is an Investment Advisor Representative working at Meridian Asset Management, LLC in , and has over 27 years of experience in the finance industry. Scott Heess 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.
Jay Harris (CRD# 5812149) is an Investment Advisor Representative working at Meridian Asset Management, LLC in , and has over 6 years of experience in the finance industry.