Unclaimed Profile

Brian Timothy Kohute

MERIDIAN WEALTH PARTNERS, LLC·EXTON, Pennsylvania

MERIDIAN 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

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Brian Timothy Kohute is a registered financial advisor based in EXTON, Pennsylvania, affiliated with MERIDIAN WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MERIDIAN WEALTH PARTNERS, LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MERIDIAN WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4163553

Firm CRD# 287768

View on FINRA BrokerCheck →

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

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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