Pat David Moon
Investment adviser representative at Meridian Investment Advisors
29 yearsExperience
2 statesRegistered in
CFADesignation
$861.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Meridian Investment AdvisorsSep 1999 to now
- Meridian Management CoApr 1997 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Meridian Investment Advisors
Legal name: Meridian Management Co
$861.6MAssets managed
233Clients
4Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4347337
- Firm CRD
- 110216