# MERIDIAN FINANCIAL, LLC

MERIDIAN FINANCIAL, LLC of HOLLISTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 119679
- Type: SEC-registered investment adviser
- SEC file number: 801-117452
- Location: 13 WATER STREET, SUITE 302, HOLLISTON, MA, 01746
- Phone: (508) 429-2600
- Latest filing: 2026-05-05
- Regulatory AUM: $283.9M
- Discretionary AUM: $283.9M
- Clients: 5
- Accounts: 659

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Georgia Guyott Bruggeman | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER; CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | — |
| Ann Margaret Griffith | CHIEF COMPLIANCE OFFICER | — |
| BRUGGEMAN GEORGIA GUYOTT | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-09-04 | regulatory | WITHOUT ADMITTING OR DENYING THE ALLEGATIONS, THE SEC FOUND THAT THE FIRM FAILED TO COMPLY WITH PROVISIONS OF THE ADVISERS ACT CONCERNING MARKETING, RECORDKEEPING, THE IMPLEMENTATION OF COMPLIANCE POLICIES AND PROCEDURES, AND THE CONDUCTING OF AN ANNUAL COMPLIANCE REVIEW. | Final | $75K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119679/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119679/similar
- Related entities: https://search.stillhousedata.com/firm/119679/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119679

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.