Unclaimed Profile

Peter Laakso

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.·UNIONTOWN, Ohio

Series 65Clean record11 years registeredMERIDIAN CAPITAL MANAGEMENT GROUP, INC.

3500 MASSILLON ROAD, UNIONTOWN, OH 44685CRD# 5183857Firm CRD# 136583

Profile Verification

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

Identity

Peter Laakso · UNIONTOWN, OH

Registration

CRD #5183857 · MERIDIAN CAPITAL MANAGEMENT GROUP, INC. · 11 years registered

Brand Profile

Not yet started

Career History

PRIORITY INVESTMENT MANAGEMENT LLC

Nov 2024 – present

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

Oct 2014 – Nov 2024

UNIONTOWN, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 6, 2014

Years registered · 11

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 Peter Laakso offer?

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

What are Peter Laakso's credentials?

Peter Laakso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Laakso located?

Peter Laakso 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 Peter Laakso charge for services?

Peter Laakso'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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