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Kevin Charles Joseph

MERIDIAN CAPITAL PARTNERS, INC.·ALBANY, New York
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20 CORPORATE WOODS BOULEVARD, ALBANY, NY 12211-2396CRD# 5868285Firm CRD# 128222
01

About

Kevin Charles Joseph is a registered financial advisor based in ALBANY, New York, affiliated with MERIDIAN CAPITAL PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MERIDIAN CAPITAL PARTNERS, INC.
MERIDIAN CAPITAL PARTNERS, INC.
AUM
$282M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MERIDIAN CAPITAL PARTNERS, INC. →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5868285
Firm CRD# 128222
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Charles Joseph offer?
Kevin Charles Joseph specializes in Retirement Planning. Contact their office in ALBANY, New York for a consultation.
What are Kevin Charles Joseph's credentials?
Kevin Charles Joseph is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Charles Joseph located?
Kevin Charles Joseph is based in ALBANY, New York, working with MERIDIAN CAPITAL PARTNERS, INC.. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Kevin Charles Joseph charge for services?
Kevin Charles Joseph's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIDIAN CAPITAL PARTNERS, INC.?
MERIDIAN CAPITAL PARTNERS, INC. has approximately 9 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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