Best Investors Account Sign in
Inactive

Catherine Delany

Meridian Wealth Partners, LLC

East Norriton, PA

Claim This Profile
Current Employers
Meridian Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-23
  • PA RA
    APPROVED
    Since 2026-07-23

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
West Chester University West Chester PA 08/2016 05/2020
Kpmg Philadelphia PA 01/2021 07/2024
Aztec Group Radnor PA 12/2024 09/2025
Meridian Wealth Partners, Llc East Norriton PA 10/2025 Present
Z21 Corporation Avalon NJ 08/2024 11/2024
Z21 Corporation Avalon NJ 06/2020 12/2020
  • 08/2016 → 05/2020
    West Chester University
    West Chester, PA
  • 01/2021 → 07/2024
    Kpmg
    Philadelphia, PA
  • 12/2024 → 09/2025
    Aztec Group
    Radnor, PA
  • 10/2025 → Present
    Meridian Wealth Partners, Llc
    East Norriton, PA
  • 08/2024 → 11/2024
    Z21 Corporation
    Avalon, NJ
  • 06/2020 → 12/2020
    Z21 Corporation
    Avalon, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-17
  • S65 Uniform Investment Adviser Law Examination
    2026-07-17

View on SEC IAPD

More in East Norriton, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor