Brian
Kohute
Meridian Wealth Partners, LLC
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About this Advisor
Brian Kohute is a chartered financial analyst operating out of Blue Bell, Pennsylvania who has 6 years of industry experience. Kohute works at Meridian Wealth Partners, LLC. Their career trajectory has included roles at American Portfolios, Hj Wealth Management LLC, Meridian Wealth Partners, LLC and Mutual Securities, Inc. Kohute has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Meridian Wealth Partners, LLC is a business headquartered in Blue Bell, PA. It administers $906 million in total assets among its 2,055 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 2,055 accounts, 30% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on which services are provided. Fee types charged by Meridian Wealth Partners, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Meridian Wealth Partners, LLC Brokerage Details
$905,574,005
11
2,055
$440,669
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
Brian has been registered as a financial advisor for 6 years.*
Meridian Wealth Partners, LLC
Mutual Securities, Inc
American Portfolios
Hj Wealth Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 4/16/2023. 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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