Benjamin Andrew Marrs

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

• 10/2018 → 09/2023
  Greenbrier Golf And Country Club
  Lexington, KY
• 06/2023 → 07/2023
  The Jockey Club
  Lexington, KY
• 08/2023 → 05/2024
  Keeneland Association
  Lexington, KY
• 10/2024 → Present
  Meridian Wealth Management, Llc
  Lexington, KY
• 08/2020 → 05/2024
  Morehead State University
  Morehead, KY
• 08/2016 → 06/2020
  Lexington Christian Academy
  Lexington, KY
• 09/2021 → Present
  Southern Tide
  Greenville, SC

Other Businesses

Southern Tide, non investment-related activity, 320 Falls Street Suite F Greenville, SC, Ambassador, Start date: 09/2021 to present, approx. 2 hours per month, promotional social media engagement

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-21