Daniel James Fortunato
Investment adviser representative at Meridian Financial Partners LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$627.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Meridian Financial Partners LLCMay 2024 to now
- Monterey ChurchOct 2017 to May 2024
- CarfaxMay 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Meridian Financial Partners LLC
$627.6MAssets managed
583Clients
5Advisers
10 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
- 8035201
- Firm CRD
- 281969