Unclaimed Profile

Bradley James Fergason

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.·UNIONTOWN, Ohio

SIE, Series 6, Series 7, Series 63, Series 65Clean record10 years registeredMERIDIAN CAPITAL MANAGEMENT GROUP, INC.

3500 MASSILLON ROAD, UNIONTOWN, OH 44685CRD# 5575995Firm CRD# 136583

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley James Fergason · UNIONTOWN, OH

Registration

CRD #5575995 · MERIDIAN CAPITAL MANAGEMENT GROUP, INC. · 10 years registered

Brand Profile

Not yet started

Career History

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Jul 2025 – present

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

Mar 2021 – Jun 2025

UNIONTOWN, OH

HUNTINGTON FINANCIAL ADVISORS

Jul 2020 – Mar 2021

HARTVILLE, OH

CITIZENS INVESTMENT SERVICES

Jun 2016 – Jul 2020

CANTON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 29, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

CRD 136583 · SEC 801-117577

AUM

$166M

Regulatory assets under management

Employees

457 client accounts

Services offered by MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MERIDIAN CAPITAL MANAGEMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Bradley James Fergason offer?

Bradley James Fergason specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in UNIONTOWN, Ohio for a consultation.

What are Bradley James Fergason's credentials?

Bradley James Fergason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley James Fergason located?

Bradley James Fergason is based in UNIONTOWN, Ohio, working with MERIDIAN CAPITAL MANAGEMENT GROUP, INC.. Their office serves clients in the UNIONTOWN metropolitan area and surrounding communities.

How does Bradley James Fergason charge for services?

Bradley James Fergason's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERIDIAN CAPITAL MANAGEMENT GROUP, INC.?

MERIDIAN CAPITAL MANAGEMENT GROUP, INC. has approximately 4 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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