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.
- Meridian Wealth Partners, LLCOct 2025 to now
- Aztec GroupDec 2024 to Sep 2025
- Z21 CorporationAug 2024 to Nov 2024
- KpmgJan 2021 to Jul 2024
- Z21 CorporationJun 2020 to Dec 2020
- 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