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Inactive

Marc Melvin Hirtle

Meridian Financial Services, Inc.

Lakewood Ranch, FL

CRD 2795999

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Employer firm

Meridian Financial Services, Inc. CRD 175393

$72.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Meridian Financial Services, Inc.

Lakewood Ranch, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-16
MA RA APPROVED 2015-04-27
  • FL RA
    APPROVED
    Since 2025-09-16
  • MA RA
    APPROVED
    Since 2015-04-27

Branch Locations

Lakewood Ranch, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meridian Financial Services, Inc. Plymouth MA 02/2015 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-17
S63 Uniform Securities Agent State Law Examination 1996-09-30
  • S66 Uniform Combined State Law Examination
    2000-11-17
  • S63 Uniform Securities Agent State Law Examination
    1996-09-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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