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Meridian Wealth Advisors, LLC CRD 282609
$1.74B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED | 2018-01-03 |
Branch Locations
3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Austin | TX | 09/1996 | 12/2017 |
| Meridian Wealth Advisors, Llc | Austin | TX | 01/2018 | Present |
| Meridian Wealth Advisors, Llc | Austin | TX | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-03-28 |
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