Brian
Kohute
Meridian Wealth Partners, LLC
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About this Advisor
Brian Kohute is a financial advisor based in Blue Bell, Pennsylvania, working with Meridian Wealth Partners, LLC. Brian has previously held positions at American Portfolios, Hj Wealth Management LLC, Meridian Wealth Partners, LLC, and Mutual Securities, Inc. Brian has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Brian is part of Meridian Wealth Partners, LLC, which operates out of Blue Bell, Pennsylvania. The firm has 1 office and 11 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Meridian Wealth Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Meridian Wealth Partners, LLC Brokerage Details
$1,118,721,297
11
2,155
$519,128
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brian Kohute Work History
Meridian Wealth Partners, LLC
Mutual Securities, Inc
American Portfolios
Hj Wealth Management LLC
Disclosures
Please visit the SEC profile of Brian Kohute to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Meridian Wealth Partners, LLC
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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