Adviser and broker representative · Osaic Institutions, Inc.

Sean K. Meldrum

CRD 6688343 · Meridiam, ID

At a glance

Sean K. Meldrum is an investment adviser representative with Osaic Institutions, Inc. in Meridiam, ID, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sean’s SEC record dates to 2016, about 9 years ago. Sean is also registered as a broker representative.

Current advisory firms

Osaic Institutions, Inc.Since November 2025Meridiam, ID · $6.5B in regulatory assets
Osaic Advisory Services, LLCSince November 2025Meridian, ID · $15B in regulatory assets

SEC adviser record

Registered since: 2016 (9 years)
Designations: None on file
Exams: Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Sean’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 5 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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