COBURN & MEREDITH, INC.
CRD #164 SEC #801-69509 SIMSBURY, CT 860.522.7171
SEC Registered Broker-Dealer
Total AUM
$404.7M
Discretionary
$404.7M
Employees
24
Clients
11
Accounts
1,231
Firm Details
- Organization Type
- Corporation
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2021
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BODNER, MARTIN STEPHEN | I | EXECUTIVE VICE PRESIDENT | NA | |
| COBURN, BARRY MOHUN | I | TRUSTEE, COBURN FAMILY TRUST | NA | Control |
| COBURN, BARRY MOHUN | I | TRUSTEE, COBURN FAMILY TRUST | NA | Control |
| COBURN, BARRY MOHUN | I | TRUSTEE, COBURN FAMILY TRUST | NA | Control |
| COBURN, BARRY MOHUN | I | TRUSTEE, COBURN FAMILY TRUST | NA | Control |
| COBURN, BARRY MOHUN | I | TRUSTEE, COBURN FAMILY TRUST | NA | Control |
| COBURN, BARRY MOHUN | I | TRUSTEE, COBURN FAMILY TRUST | NA | Control |
| COBURN, BARRY MOHUN | I | TRUSTEE, COBURN FAMILY TRUST | NA | Control |
| COBURN, BARRY MOHUN | I | TRUSTEE, COBURN FAMILY TRUST | NA | Control |
| COBURN, BARRY MOHUN | I | TRUSTEE, COBURN FAMILY TRUST | NA | Control |
| COBURN, BARRY MOHUN | I | TRUSTEE, COBURN FAMILY TRUST | NA | Control |
| COBURN, BARRY MOHUN | I | TRUSTEE, COBURN FAMILY TRUST | NA | Control |
| COBURN, DAVID SCOTT | I | SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | CHAIRMAN & SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | CHAIRMAN & SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | CHAIRMAN & SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | CHAIRMAN & SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | CHAIRMAN & SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | CHAIRMAN & SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | CHAIRMAN & SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | CHAIRMAN & SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | CHAIRMAN & SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | CHAIRMAN & SECRETARY | NA | Control |
| COBURN, DAVID SCOTT | I | CHAIRMAN & SECRETARY | NA | Control |
| COBURN, JANE MURPHY | I | DIRECTOR | NA | |
| COBURN, JANE MURPHY | I | DIRECTOR | NA | |
| COBURN, JANE MURPHY | I | DIRECTOR | NA | |
| COBURN, JANE MURPHY | I | DIRECTOR | NA | |
| COBURN, JANE MURPHY | I | DIRECTOR | NA | |
| COBURN, JANE MURPHY | I | DIRECTOR | NA | |
| COBURN, JANE MURPHY | I | DIRECTOR | NA | |
| COBURN, JANE MURPHY | I | DIRECTOR | NA | |
| COBURN, JANE MURPHY | I | DIRECTOR | NA | |
| COBURN, JANE MURPHY | I | DIRECTOR | NA | |
| COBURN, JANE MURPHY | I | DIRECTOR | NA | |
| DERWAY, ELIZABETH COBURN | I | ASST. TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DERWAY, ELIZABETH COBURN | I | ASST. TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DERWAY, ELIZABETH COBURN | I | ASST. TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP | NA | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP | NA | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP | NA | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP | NA | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP | NA | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP | NA | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP | NA | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP | NA | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP | NA | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP | NA | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP | NA | Control |
| FERRIS, AMY C | I | DIRECTOR | NA | |
| FERRIS, AMY C | I | DIRECTOR | NA | |
| FERRIS, AMY C | I | DIRECTOR | NA | |
| FERRIS, AMY C | I | DIRECTOR | NA | |
| FERRIS, AMY C | I | DIRECTOR | NA | |
| FERRIS, AMY C | I | DIRECTOR | NA | |
| FERRIS, AMY C | I | DIRECTOR | NA | |
| FERRIS, AMY C | I | DIRECTOR | NA | |
| FERRIS, AMY C | I | DIRECTOR | NA | |
| FERRIS, AMY C | I | DIRECTOR | NA | |
| FERRIS, AMY C | I | DIRECTOR | NA | |
| FLAHERTY, SEAN FRANCIS | I | ROP | NA | |
| FLAHERTY, SEAN FRANCIS | I | ROP | NA | |
| FLAHERTY, SEAN FRANCIS | I | ROP | NA | |
| FLAHERTY, SEAN FRANCIS | I | ROP | NA | |
| FLAHERTY, SEAN FRANCIS | I | ROP | NA | |
| FLAHERTY, SEAN FRANCIS | I | ROP | NA | |
| FLAHERTY, SEAN FRANCIS | I | ROP | NA | |
| FLAHERTY, SEAN FRANCIS | I | ROP | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER/DIRECTOR | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER/DIRECTOR | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER/DIRECTOR | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER/DIRECTOR | NA | |
| MEREDITH, MARK WILLIAM | I | SHAREHOLDER/DIRECTOR | NA | |
| COBURN, BARRY MOHUN | I | PRESIDENT,TREASURER & CHAIRMAN | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT,TREASURER & CHAIRMAN | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT,TREASURER & CHAIRMAN | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT, &TREASURER | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT, &TREASURER | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT, &TREASURER | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT, &TREASURER | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT, &TREASURER | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT, &TREASURER | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT, &TREASURER | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT, &TREASURER | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT, &TREASURER | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT, &TREASURER | E | Control |
| COBURN, BARRY MOHUN | I | PRESIDENT, &TREASURER | E | Control |
| COBURN, BARRY MOHUN | I | BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER | D | Control |
| COBURN, BARRY MOHUN | I | BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER | D | Control |
| COBURN, BARRY MOHUN | I | BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER | D | Control |
| COBURN, BARRY MOHUN | I | BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER | D | Control |
| COBURN, BARRY MOHUN | I | BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER | D | Control |
| COBURN, BARRY MOHUN | I | BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER | D | Control |
| COBURN, BARRY MOHUN | I | BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER | D | Control |
| COBURN, BARRY MOHUN | I | BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER | D | Control |
| COBURN, BARRY MOHUN | I | BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER | D | Control |
| COBURN, DAVID SCOTT | I | PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER | C | Control |
| COBURN, DAVID SCOTT | I | PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER | C | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER | C | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER | C | Control |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN FAMILY TRUST | DE | SHAREHOLDER | B | |
| COBURN, BARRY MOHUN | I | BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER | B | Control |
| COBURN, BARRY MOHUN | I | BOARD OF DIRECTORS, TRUSTEE FOR COBURN TRUST, SHAREHOLDER | B | Control |
| COBURN, DAVID SCOTT | I | PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER | B | Control |
| COBURN, DAVID SCOTT | I | PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER | B | Control |
| COBURN, DAVID SCOTT | I | PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER | B | Control |
| COBURN, DAVID SCOTT | I | PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER | B | Control |
| COBURN, DAVID SCOTT | I | PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER | B | Control |
| COBURN, DAVID SCOTT | I | PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER | B | Control |
| COBURN, DAVID SCOTT | I | PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER | B | Control |
| COBURN, DAVID SCOTT | I | PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER | B | Control |
| COBURN, DAVID SCOTT | I | PRESIDENT, CHAIRMAN, TREASURER, SHAREHOLDER | B | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER | B | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER | B | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER | B | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER | B | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER | B | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER | B | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER | B | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER | B | Control |
| DERWAY, ELIZABETH COBURN | I | CHIEF COMPLIANCE OFFICER, FINOP, SECRETARY,SHAREHOLDER | B | Control |
| MEREDITH, MARK WILLIAM | I | COMMON SHAREHOLDER | A | |
| MEREDITH, MARK WILLIAM | I | COMMON SHAREHOLDER | A | |
| MEREDITH, MARK WILLIAM | I | COMMON SHAREHOLDER | A | |
| MEREDITH, MARK WILLIAM | I | COMMON SHAREHOLDER | A | |
| MEREDITH, MARK WILLIAM | I | COMMON SHAREHOLDER | A | |
| MEREDITH, MARK WILLIAM | I | COMMON SHAREHOLDER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COBURN, BARRY MOHUN | I | COBURN FAMILY TRUST | F | Control |
| COBURN, BARRY MOHUN | I | COBURN FAMILY TRUST | F | Control |
| COBURN, BARRY MOHUN | I | COBURN FAMILY TRUST | F | Control |
Registrations
Federal
IA
Mar 29, 2021 REGISTERED
Notice Filings (28)
CA CO CT DC DE FL GA IL KS KY MA MD MN MO NC NH NJ NM NY OH PA RI SC TX VA VI VT WV
Address
1 OLD MILL LANESIMSBURY, CT 06070
United States
Phone: 860.522.7171