Coburn & Meredith Inc
Legal Name: COBURN & MEREDITH, INC.
Full Contact Details
Coburn & Meredith Inc
1 OLD MILL LANE, SIMSBURY, CT
860.522.7171
860.408.9519
Other Info
Coburn & Meredith, Inc., legally known as COBURN & MEREDITH, INC., is a CT Corporation with 24 employees, 18 of whom are in advisory roles. The number of clients they serve is unknown. Their last reported SEC (U.S. Securities and Exchange Commission) status is listed as Approved, dating back to Sep 2, 2008.
Investing | Wealth Effects
Wealth Effects is a wealth management firm located in Boston. Our financial advisors focus on building a trusting relationship based on what matters to the client, whether it be planning for college, retirement, general savings, or any life changing event. We are here to enrich your life.
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Direct Owners
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BARRY MOHUN COBURN
BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER owns more than 50% but less than 75%
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DAVID SCOTT COBURN
PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER owns more than 10% but less than 25%
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ELIZABETH COBURN DERWAY
CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER owns more than 10% but less than 25%
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MARK WILLIAM MEREDITH
COMMON SHAREHOLDER owns more than 5% but less than 10%
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MARTIN STEPHEN BODNER
EXECUTIVE VICE PRESIDENT owns less than 5%
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SEAN FRANCIS FLAHERTY
ROP owns less than 5%