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Mark William Meredith

COBURN & MEREDITH, INC.·SIMSBURY, Connecticut
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1 OLD MILL LANE, SIMSBURY, CT 06070CRD# 727006Firm CRD# 164
01

About

Mark William Meredith is a registered financial advisor based in SIMSBURY, Connecticut, affiliated with COBURN & MEREDITH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COBURN & MEREDITH, INC.
COBURN & MEREDITH, INC.
AUM
$405M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at COBURN & MEREDITH, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 727006
Firm CRD# 164
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark William Meredith offer?
Mark William Meredith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIMSBURY, Connecticut for a consultation.
What are Mark William Meredith's credentials?
Mark William Meredith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark William Meredith located?
Mark William Meredith is based in SIMSBURY, Connecticut, working with COBURN & MEREDITH, INC.. Their office serves clients in the SIMSBURY metropolitan area and surrounding communities.
How does Mark William Meredith charge for services?
Mark William Meredith's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COBURN & MEREDITH, INC.?
COBURN & MEREDITH, INC. has approximately 24 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SIMSBURY
David Scott Coburn — COBURN & MEREDITH, INC.Elizabeth Coburn Derway — COBURN & MEREDITH, INC.Amy C Ferris — COBURN & MEREDITH, INC.Jane Murphy Coburn — COBURN & MEREDITH, INC.Barry Mohun Coburn — COBURN & MEREDITH, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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