Meridian Financial Partners LLC

Meridian Financial Partners LLC (CRD# 281969) is a financial advisory firm headquartered in Warrenton, VA. They manage $400,821,220 in 1,227 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
39 South 4th Street, Warrenton, VA 20186
http://www.facebook.com/meridianfinancialpartners
By the Numbers
  • Total Assets Under Management
    401
    MILLION
  • Total Number of Accounts
    1,227
    ACCOUNTS
  • Average Account Value
    $326,668
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MD, NC, NH, TX, VA

Financial Advisors at Meridian Financial Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nathaniel Gilbert, financial advisor Warrenton VA
Nathaniel S. Gilbert
CRD#: 4514358
39 South 4th Street, Warrenton, VA 20186

Nathaniel Gilbert (CRD# 4514358) is an Investment Advisor Representative working at Meridian Financial Partners LLC in Warrenton, VA and has over 21 years of experience in the finance industry.

2
Sarah Yakel, financial advisor Warrenton VA
Sarah J. Yakel
CRD#: 4637854
39 South 4th Street, Warrenton, VA 20186

Sarah Yakel (CRD# 4637854) is an Investment Advisor Representative working at Meridian Financial Partners LLC in Warrenton, VA and has over 21 years of experience in the finance industry.

3
Sarah Irving, financial advisor Warrenton VA
Sarah G. Irving
CRD#: 7332867
39 South 4th Street, Warrenton, VA 20186

Sarah Irving (CRD# 7332867) is an Investment Advisor Representative working at Meridian Financial Partners LLC in Warrenton, VA and has 1 year 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals