Madeline Grace Speckman
Investment Adviser Representative at Meridian Investment Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Madeline Grace Speckman is an investment adviser representative with Meridian Investment Advisors, Inc. in Indianapolis, IN, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Sanctuary Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2017 – Jun 2019Indianapolis, IN
- Walker InformationMay 2013 – Sep 2017Indianapolis, IN
- Sanctuary Securities, Inc. dba Evan May WealthJun 2019 – Jan 2026Carmel, IN
- Sanctuary Advisors, LLC dba Evan May WealthJun 2019 – Jan 2026Carmel, IN
- Meridian Investment Advisors, Inc.Jan 2026 – no end date reportedIndianapolis, IN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Meridian Investment Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
- Up to $1,000,0001.00%
- Next $2,000,0000.75%
- Next $2,000,0000.50%
- Next $10,000,0000.38%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment advisory and asset allocation, comprehensive financial planning, risk management, and in-house tax preparation services for individuals. Services are tailored for individuals and families, businesses, and organizations seeking preservation and long-term growth.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Indianapolis, IN
- SEC file number:
- 801-46376
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 3, 2026
View full firm profileOther advisors at Meridian Investment Advisors, Inc.
4 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Madeline Grace Speckman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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