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MERIDIANA

CORAL GABLES, FL · CRD 306237 · IAPD ↗ · meridiana-mfo.com · 305-448-0014

$441.9MRegulatory AUM
3Advisory reps
5Employees
3Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2024 — MERIDIANA notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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