Best Investors Account Sign in
Inactive

Anthony Michael Perhacs

Meridian Wealth Partners, LLC

East Norriton, PA

CRD 7259393

Claim This Profile
Employer firm

Meridian Wealth Partners, LLC CRD 287768

$1.37B regulatory AUM 85 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Meridian Wealth Partners, Llc

301 East Germantown Pike Ste 201, East Norriton, PA 19401 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-08-28
  • PA RA
    APPROVED
    Since 2023-08-28

Branch Locations

301 East Germantown Pike Ste 201, East Norriton, PA 19401 • 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
Saint Joseph'S University Philadelphia PA 08/2018 05/2023
Private Advisor Group Morristown NJ 06/2020 08/2020
Hardy Construction Norristown PA 05/2021 05/2022
Altice Usa Randolph NJ 06/2022 08/2022
Meridian Wealth Partners, Llc Blue Bell PA 06/2023 Present
Roxbury High School Succasunna NJ 08/2014 06/2018
O'DOnnell Construction Mt. Arlington NJ 06/2018 08/2018
  • 08/2018 → 05/2023
    Saint Joseph'S University
    Philadelphia, PA
  • 06/2020 → 08/2020
    Private Advisor Group
    Morristown, NJ
  • 05/2021 → 05/2022
    Hardy Construction
    Norristown, PA
  • 06/2022 → 08/2022
    Altice Usa
    Randolph, NJ
  • 06/2023 → Present
    Blue Bell, PA
  • 08/2014 → 06/2018
    Roxbury High School
    Succasunna, NJ
  • 06/2018 → 08/2018
    O'DOnnell Construction
    Mt. Arlington, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-26
  • S65 Uniform Investment Adviser Law Examination
    2023-08-26

View on SEC IAPD

More in East Norriton, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor