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Peter James Derby

Meridian Wealth Partners, LLC

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About Peter James Derby

Peter Derby is a registered Investment Advisor Representative in Pennsylvania. Peter has been in the financial services industry since 2010. Peter is currently employed with Meridian Wealth Partners, LLC. Peter is a registered Investment Advisor Representative and has been with the firm since 2018. The firm is located in Blue Bell, PA. The firm has 3 licensed agents, 9 investment advisor representatives, and 9 investment advisory functions. The firm's regulatory assets under management are $1,118,721,297. The firm's client types include investment companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. The firm's compensation arrangements include fixed fees and a percentage of assets. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Peter Derby is currently registered with Meridian Wealth Partners, LLC. Meridian Wealth Partners, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm, headquartered in Blue Bell, PA, provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, corporations, trusts, and retirement plans. Meridian Wealth Partners manages approximately $1.12 billion in assets.
Meridian Wealth Partners, LLC

653 SKIPPACK PIKE

BLUE BELL, PA 19422

$1.12B

Assets Under Management

62

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Derby’s Registration & Firm History

PA

08/18/2020 - Present

Meridian Wealth Partners, LLC (EXTON PA)

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Licenses & Designations

IA

Issued 08/18/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter James Derby.
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