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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-29 |
Branch Locations
3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Services Company, Inc. | Westlake | TX | 01/2016 | 01/2017 |
| Fidelity Investments | Westlake | TX | 02/2017 | 08/2017 |
| Meridian Wealth Advisors, Llc | Austin | TX | 08/2017 | 04/2019 |
| Meridian Wealth Advisors, Llc | Austin | TX | 04/2019 | Present |
| Meridian Wealth Advisors, Llc | Austin | TX | 04/2019 | 12/2022 |
| Meridian Wealth Advisors, Llc | Austin | TX | 01/2023 | 12/2024 |
| Meridian Wealth Advisors, Llc | Austin | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-22 |
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