Meridian Asset Management, LLC

Meridian Asset Management, LLC (CRD# 154239) is a financial advisory firm headquartered in , . They manage $107,590,276 in 69 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.meridianportfolio.com
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $1,559,279
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Meridian Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jay Harris, financial advisor Bethlehem PA
Jay M. Harris
CRD#: 5812149
Bethlehem, PA

Jay Harris (CRD# 5812149) is an Investment Advisor Representative working at Meridian Asset Management, LLC in Bethlehem, PA and has over 13 years of experience in the finance industry.

2
Scott Heess, financial advisor
Scott M. Heess
CRD#: 2002787
,

Scott Heess (CRD# 2002787) is an Investment Advisor Representative working at Meridian Asset Management, LLC in , and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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