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MERIDIAN FINANCIAL ADVISORS, LLC

HOLLISTON, MA · CRD 119679 · IAPD ↗ · (508) 429-2600

$283.9MRegulatory AUM
2Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
5States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
June 2026 — MERIDIAN FINANCIAL, LLC is now doing business as MERIDIAN FINANCIAL ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
December 2025 — MERIDIAN FINANCIAL, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
46
July 2024 — MERIDIAN FINANCIAL, LLC notice-filed in CT, FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2024 — MERIDIAN FINANCIAL, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.