Meridian Capital Advisors, LLC

Meridian Capital Advisors, LLC (CRD# 138310) is a financial advisory firm headquartered in Englewood, CO. They manage $15,000,000 in 65 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $230,769
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
  • Educational seminars/workshops
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.

CO, GA

Financial Advisors at Meridian Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Theresa M. Mohan
CRD#: 4209963
88 Inverness Circle East, Suite A208, Englewood, CO 80112
81
Wealthminder
score

Theresa Mohan (CRD# 4209963) is an Investment Advisor Representative working at Meridian Capital Advisors, LLC in Englewood, CO and has over 13 years of experience in the finance industry.

2
Jeffery A. Mascio
CRD#: 4221227
88 Inverness Circle East, Suite A208, Englewood, CO 80112
46
Wealthminder
score

Jeffery Mascio (CRD# 4221227) is an Investment Advisor Representative working at Meridian Capital Advisors, LLC in Englewood, CO and has over 16 years of experience in the finance industry.

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