Meridian Venture Partners, Inc. (MVP), CRD 332975, offers investment advisory services only where the firm and its representatives are properly registered or exempt. Registration does not imply regulatory endorsement or a particular level of skill or training.
Our advisory professionals' investment adviser qualification is Series 65. Passing the examination does not itself authorize securities brokerage activity or establish an effective adviser registration. Certain professionals separately hold California life and health insurance licenses.
Insurance is sold through separate companies, not MVP. Those professionals receive outside insurance commissions, which create an incentive to recommend insurance and a conflict of interest. MVP is compensated through AUM-based advisory fees under its advisory agreements, not insurance sales commissions. Advisory fees for managing eligible assets associated with an insurance product are separate from the outside insurance sale. Clients need not follow insurance recommendations or purchase through these professionals and may choose another licensed insurance professional.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. No investment strategy can guarantee a profit or protect against loss. The information provided on this website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, nor does it constitute investment advice.
Review the firm's registration, Form ADV, and adviser background information through Investment Adviser Public Disclosure (IAPD).
© 2026 Meridian Venture Partners. CRD: 332975. All rights reserved.
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