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Catherine Delany

Investment adviser representative at Meridian Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 yearsFirm in business

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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

10 years in the industry.

  1. Meridian Wealth Partners, LLCOct 2025 to now
  2. Aztec GroupDec 2024 to Sep 2025
  3. Z21 CorporationAug 2024 to Nov 2024
  4. KpmgJan 2021 to Jul 2024
  5. Z21 CorporationJun 2020 to Dec 2020
  6. West Chester UniversityAug 2016 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (PA).

Meridian Wealth Partners, LLC

$1.4BAssets managed
810Clients
10Advisers
9 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
8176554
Firm CRD
287768
Advisor's SEC record (opens in a new tab)
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