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Meridian Wealth Management, LLC CRD 151523
$4.98B regulatory AUM 51 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2017-02-01 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
Louisville, KY • 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 |
|---|---|---|---|---|
| Sterling Financial Group, Ltd. | Louisville | KY | 04/2012 | 01/2017 |
| Meridian Wealth Management, Llc | Lexington | KY | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-15 |
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