Marlon Isaac Rose

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2025 → Present
  Meridian Wealth Partners, Llc
  Malvern, PA
• 06/2024 → 08/2024
  Gentell
  Yardley, PA
• 06/2023 → 08/2023
  Septa
  Philadelphia, PA
• 06/2022 → 08/2022
  Septa
  Philadelphia, PA
• 06/2021 → 08/2021
  Dick's Sporting Goods
  King Of Prussia, PA
• 08/2024 → 05/2025
  Villanova University
  Villanova, PA
• 08/2020 → 05/2024
  Chestnut Hill College
  Philadelphia, PA
• 05/2015 → 05/2020
  Student
  Bala Cynwyd, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-05