Best Investors Account Sign in
Inactive

Joshua L Galatzan

Meridian Wealth Advisors, LLC

Austin, TX

CRD 4214680

Claim This Profile
Employer firm

Meridian Wealth Advisors, LLC CRD 282609

$1.74B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Meridian Wealth Advisors, Llc

3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-03-30
  • TX RA
    APPROVED
    Since 2016-03-30

Branch Locations

3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meridian Wealth Advisors, Llc Austin TX 12/2015 Present
Meridian Wealth Advisors, Llc Austin TX 04/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-29
  • S66 Uniform Combined State Law Examination
    2000-08-29
Other Names
  • Josh Leigh Galatzan

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Austin, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor