Unclaimed Profile

Brian Timothy Kohute

MERIDIAN WEALTH PARTNERS, LLC·EXTON, Pennsylvania

SIE, Series 7, Series 24, Series 66CFAClean record17 years registeredMERIDIAN WEALTH PARTNERS, LLC

367 EAGLEVIEW BOULEVARD, EXTON, PA 19341CRD# 4163553Firm CRD# 287768

Profile Verification

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

Identity

Brian Timothy Kohute · EXTON, PA

Registration

CRD #4163553 · MERIDIAN WEALTH PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

MERIDIAN WEALTH PARTNERS, LLC

Apr 2017 – present

HJ WEALTH MANAGEMENT LLC

Aug 2009 – Dec 2017

PLYMOUTH MEETING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 4, 2009

Years registered · 17

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

MERIDIAN WEALTH PARTNERS, LLC

CRD 287768 · SEC 801-110067

AUM

$1.1B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Brian Timothy Kohute offer?

Brian Timothy Kohute specializes in Financial Planning, Investment Management. Contact their office in EXTON, Pennsylvania for a consultation.

What are Brian Timothy Kohute's credentials?

Brian Timothy Kohute holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Timothy Kohute located?

Brian Timothy Kohute is based in EXTON, Pennsylvania, working with MERIDIAN WEALTH PARTNERS, LLC. Their office serves clients in the EXTON metropolitan area and surrounding communities.

How does Brian Timothy Kohute charge for services?

Brian Timothy Kohute'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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