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Edward Joseph Carpoletti

MERIDIAN WEALTH PARTNERS, LLC·BLUE BELL, Pennsylvania
SIE, Series 7, Series 63Clean recordMERIDIAN WEALTH PARTNERS, LLC
653 SKIPPACK PIKE, BLUE BELL, PA 19422CRD# 4515520Firm CRD# 287768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Joseph Carpoletti · BLUE BELL, PA
Registration
CRD #4515520 · MERIDIAN WEALTH PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MERIDIAN WEALTH PARTNERS, LLC
CRD 287768 · SEC 801-110067
AUM
$1.1B
Regulatory assets under management
Employees
11
2,155 client accounts
Services offered by MERIDIAN WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MERIDIAN WEALTH PARTNERS, LLC →
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04

Frequently Asked Questions

What services does Edward Joseph Carpoletti offer?
Edward Joseph Carpoletti specializes in Financial Planning, Investment Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.
What are Edward Joseph Carpoletti's credentials?
Edward Joseph Carpoletti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Joseph Carpoletti located?
Edward Joseph Carpoletti is based in BLUE BELL, Pennsylvania, working with MERIDIAN WEALTH PARTNERS, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.
How does Edward Joseph Carpoletti charge for services?
Edward Joseph Carpoletti's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIDIAN WEALTH PARTNERS, LLC?
MERIDIAN WEALTH PARTNERS, LLC has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Brian Timothy Kohute
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