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).

By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    542
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Meridian Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Georgia G. Bruggeman
CRD#: 1433089
13 Water Street, Suite 2, Holliston, MA 01746

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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