Unclaimed Profile

Marcus Gil Pinnock

MERIDIAN ASSET MANAGEMENT LLC·COTTONWOOD HEIGHTS, Utah

SIE, Series 7, Series 24, Series 63, Series 6524 years registeredMERIDIAN ASSET MANAGEMENT LLC

7575 WILLOW RIDGE RD., COTTONWOOD HEIGHTS, UT 84121CRD# 1785733Firm CRD# 132125

Profile Verification

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

Identity

Marcus Gil Pinnock · COTTONWOOD HEIGHTS, UT

Registration

CRD #1785733 · MERIDIAN ASSET MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Sep 2002 – present

COMMONWEALTH FINANCIAL NETWORK

Sep 2002 – present

MERIDIAN ASSET MANAGEMENT

Jun 2012 – Sep 2014

SALT LAKE CITY, UT

SIGNATOR INVESTORS, INC.

Nov 2001 – Oct 2002

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 19, 2001

Years registered · 24

Disclosure History

2014Customer Dispute·Settled

2009Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

MERIDIAN ASSET MANAGEMENT LLC

CRD 132125 · SEC 801-63422

AUM

$9M

Regulatory assets under management

Employees

77 client accounts

Services offered by MERIDIAN ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MERIDIAN ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Marcus Gil Pinnock offer?

Marcus Gil Pinnock specializes in Investment Management, Wealth Management. Contact their office in COTTONWOOD HEIGHTS, Utah for a consultation.

What are Marcus Gil Pinnock's credentials?

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

Where is Marcus Gil Pinnock located?

Marcus Gil Pinnock is based in COTTONWOOD HEIGHTS, Utah, working with MERIDIAN ASSET MANAGEMENT LLC. Their office serves clients in the COTTONWOOD HEIGHTS metropolitan area and surrounding communities.

How does Marcus Gil Pinnock charge for services?

Marcus Gil Pinnock'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 ASSET MANAGEMENT LLC?

MERIDIAN ASSET MANAGEMENT LLC has approximately 2 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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