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MEADOWBROOK ADVISORS

· CRD 337223 · IAPD ↗ · meadowbrookadvisors.com · 973-370-7850

$321.0MRegulatory AUM
3Advisory reps
4Employees
1Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — MEADOWBROOK ADVISORS added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — MEADOWBROOK ADVISORS now reports custody of client assets ($82.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
December 2025 — MEADOWBROOK ADVISORS added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2025 — MEADOWBROOK ADVISORS notice-filed in CA, DC, DE, FL, NJ, NY, PA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
December 2025 — MEADOWBROOK ADVISORS LLC is now doing business as MEADOWBROOK ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
August 2025 — MEADOWBROOK ADVISORS LLC (MARSHFIELD, MA) is newly SEC-registered with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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