Meridian Wealth Partners, LLC

Meridian Wealth Partners, LLC (CRD# 287768) is a financial advisory firm headquartered in Blue Bell, PA. They manage $1,118,721,297 in 2,155 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,119
    MILLION
  • Total Number of Accounts
    2,155
    ACCOUNTS
  • Average Account Value
    $519,128
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, CO, CT, DE, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TX, VA, VT, WA

Financial Advisors at Meridian Wealth Partners, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Kenneth C. Ambrogi
CRD#: 6515092
653 Skippack Pike, Ste 210, Blue Bell, PA 19422

Kenneth Ambrogi (CRD# 6515092) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 7 years of experience in the finance industry.

2
Timothy D. Bacon
CRD#: 1338849
653 Skippack Pike, Ste 210, Blue Bell, PA 19422

Timothy Bacon (CRD# 1338849) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 38 years of experience in the finance industry.

3
Jay L. Heller
CRD#: 2742625
653 Skippack Pike, Ste 210, Blue Bell, PA 19422

Jay Heller (CRD# 2742625) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 27 years of experience in the finance industry.

4
Paul K. Kingston
CRD#: 2991534
653 Skippack Pike, Ste 210, Blue Bell, PA 19422

Paul Kingston (CRD# 2991534) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 26 years of experience in the finance industry.

5
Brian T. Kohute
CRD#: 4163553
653 Skippack Pike, Ste 210, Blue Bell, PA 19422

Brian Kohute (CRD# 4163553) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 23 years of experience in the finance industry.

6
Daniel J. McCusker
CRD#: 3261229
653 Skippack Pike, Ste 210, Blue Bell, PA 19422

Daniel McCusker (CRD# 3261229) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 22 years of experience in the finance industry.

7
Heather Tracey
CRD#: 4584506
653 Skippack Pike, Ste 210, Blue Bell, PA 19422

Heather Tracey (CRD# 4584506) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 11 years of experience in the finance industry.

8
Peter J. Derby
CRD#: 7234747
653 Skippack Pike, Ste 210, Blue Bell, PA 19422

Peter Derby (CRD# 7234747) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 3 years of experience in the finance industry.

9
Anthony M. Perhacs
CRD#: 7259393
653 Skippack Pike, Ste 210, Blue Bell, PA 19422

Anthony Perhacs (CRD# 7259393) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has 1 year of experience in the finance industry.

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