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Meridian Capital Partners, Llc


Meridian Capital Partners, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
The firm was founded in 1981. John Casey was Founder and Vice Chairman of the Board of Meridian. The firm is licensed to sell direct participation programs and other forms of securities. The firm is also registered as a broker/dealer with the Securities & Exchange Commission and various state securities administrators. The firm focuses on providing investment offerings to third party broker/dealers with clients completing a 1031 exchange using the tenant in common structure.
 
In addition, through its affiliate the firm structures mezzanine financing for real estate companies interested in acquiring commercial real estate properties. Mr. McDonough, President of the firm has three primary roles. As President, he is responsible for directing the strategic plan of the company and its business lines. As Compliance Officer, Mr. McDonough is responsible for the review and approval of investment programs offered by the firm, in addition to monitoring compliance with the NASD, SEC and State Securities rules and regulations.
 
The company is a very professionally managed company that believes in treating their staff as well as they treat their customers. This is because the company believes in the old saying that happy workers make for happy customers. This has proven true through the years for the company as proven by the customer retention and satisfaction as shown by the customers. 

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