RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
N•••••••• S•••• G••••••
- Title
- Partnerreportedmeridianfinancialpartners.comfirm site, Sep 15, 2026
- Partner or owner
- “Nathan S. Gilbert, Partner — Meridian Financial Partners Skip to main content CRS & ADV | Disclosures”reportedmeridianfinancialpartners.comthe sentence on the bio page
- Professional profile
- meridianfinancialpartners.com/who-we-are/nathan-s-gilbertreportedmeridianfinancialpartners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M••••••• F•••••••• P••••••• L•• independent RIA currentsince Mar 8, 2016 · Warrenton, Va
- M••••••• F•••••••• P••••••• L•• formerNov 16, 2015 to Mar 3, 2016 · Warrenton, Va
- O•••• I••••••••• I••• BD affiliatedJun 1, 2008 to Sep 28, 2015 · Warrenton, Va
- B• I••••••••• L•• unclassifiedAug 18, 2003 to Jun 1, 2008 · Warrenton, Va
- U•••• F•••••••• S••••••• G••••• I••• unclassifiedDec 4, 2002 to Sep 22, 2003 · Warrenton, Va
- M••••••• F•••••••• P••••••• L•• to M••••••• F•••••••• P••••••• L••left Mar 3, 2016, registered Mar 8, 2016 (5 days) · channel change inside one enterprise, not a move · moved with a team
- O•••• I••••••••• I••• to M••••••• F•••••••• P••••••• L••left Sep 28, 2015, registered Nov 16, 2015 (49 days) · Other
- B• I••••••••• L•• to O•••• I••••••••• I•••left Jun 1, 2008, registered Jun 1, 2008 (0 days) · corporate re-registration, not a move
- U•••• F•••••••• S••••••• G••••• I••• to B• I••••••••• L••left Sep 22, 2003, registered Aug 18, 2003 (-35 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address