Suzanne Andrea Powell

Employer firm

Meridian Wealth Management, LLC CRD 151523

$4.98B regulatory AUM 51 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 11/2016
  Wells Fargo Advisors, Llc
  Lexington, KY
• 11/2016 → Present
  Meridian Wealth Management, Llc
  Lexington, KY

Previous Registrations

• 2012-09-28 → 2016-11-21
  Wells Fargo Clearing Services, Llc
  Lexington, KY
• 2007-10-24 → 2012-10-02
  Chase Investment Services Corp.
  Lexington, KY
  Lexington, KY
  Lexington, KY
  Barboursville, WV
  Lexington, KY
  Lexington, KY
  Chicago, IL
  Lexington, KY

Other Businesses

1. CAPITAL STRATEGIES GROUP LLC; LEXINGTON/KY; MANAGING MEMBER, INSURANCE PRODUCER; START DATE: 08/2019; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 10 HOURS/MONTH AND 10 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: RECOMMENDING SUITABLE PRODUCTS FOR PEOPLE INCLUDING ESTATE PLANNING, INSURANCE, AND ANNUITIES 2. ARBOR YOUTH SERVICES; LEXINGTON/KY; BOARD CHAIR; START DATE: 01/2020; NONPROFIT PROVIDING EMERGENCY SHELTER FOR MINORS; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: RUNNING MONTHLY BOARD MEETINGS 3. 2257 ALEXANDRIA LLC; LEXINGTON/KY; OWNER, LANDLORD; START DATE: 12/2015; RENTAL PROPERTY; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE - EMPLOYED A RENTAL PROPERTY MANAGER - PASSIVE INCOME NOT REQUIRED 4. ARYA PROPERTIES LLC; LEXINGTON/KY; OWNER, LANDLORD; START DATE: 09/2015; RENTAL PROPERTY; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE - EMPLOYED A RENTAL PROPERTY MANAGER 5. THE ULTIMATE MONEY MOVES FOR WOMEN OVER 50; LEXINGTON/KY; BOOK AUTHOR; START DATE: 01/2022; THE PURPOSE OF THE BOOK IS TO EDUCATE WOMEN AS THEY TAKE OVER THEIR FINANCES AND INVESTMENTS DUE TO DIVORCE OR THE DEATH OF A SPOUSE; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND NONE ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: CONTRIBUTED TO BOOK AS AN AUTHOR 6. FLOOR IT, LLC; LEXINGTON/KY; CO-WONER; START DATE SEPTEMBER 2025; CARPET CLEANING COMPANY; NON-INVESTEMENT RELATED; DEVOTE ABOUT 3 HOURS/MONTH DURING TRADING HOURS; DUTIES INCLUDE: HELPING COMPANY WITH GENERAL ASPECTS OF DEPOSITS AND INVOICING

Exams

• S66 Uniform Combined State Law Examination
  2007-10-18
• S63 Uniform Securities Agent State Law Examination
  2004-03-29

Other Names

• Suzanne A Smith
• Suzanne Andrea Smith
• Suzanne Andrea Bays