Meridian Investment Advisors

Who works here

• CG
  Charles Robert Gardner
• JM
  Jeffrey Daniel McCoy
• MM
  Marshall David Moon
• PM
  Pat David Moon

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Meridian Investment Advisors

Legal name: Meridian Management Co

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

110216