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Christopher Michael Reagan

Meridian Wealth Management, LLC

Palm Gardens, FL

Lexington, KY

CRD 2688350

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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:

Current Employers
Meridian Wealth Management, Llc

100 W Main Street Suite 450, Lexington, KY 40507 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-08-29
  • FL RA
    APPROVED
    Since 2022-08-29

Branch Locations

3835 Pga Blvd. Suite 205, Palm Gardens, FL 33410 • United States

100 W Main Street Suite 450, Lexington, KY 40507 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metropolitan Life Insurance Company New York NY 12/2005 02/2019
Metlife Securities, Inc New York NY 12/2005 02/2019
Mml Investors Services, Llc New York NY 03/2017 02/2019
The Prudential Insurance Company Of America East Brunswick NJ 02/2019 04/2022
Pruco Securities, Llc East Brunswick NJ 02/2019 04/2022
Meridian Wealth Management, Llc Lexington KY 05/2022 Present
  • 12/2005 → 02/2019
    Metropolitan Life Insurance Company
    New York, NY
  • 12/2005 → 02/2019
    Metlife Securities, Inc
    New York, NY
  • 03/2017 → 02/2019
    Mml Investors Services, Llc
    New York, NY
  • 02/2019 → 04/2022
    The Prudential Insurance Company Of America
    East Brunswick, NJ
  • 02/2019 → 04/2022
    East Brunswick, NJ
  • 05/2022 → Present
    Lexington, KY
Previous Registrations
Other Businesses

MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 05/2022; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: LIFE INSURANCE AND FIXED ANNUITY SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-29
S63 Uniform Securities Agent State Law Examination 1995-12-28
  • S65 Uniform Investment Adviser Law Examination
    2022-03-29
  • S63 Uniform Securities Agent State Law Examination
    1995-12-28
Other Names
  • Chris Reagan

View on SEC IAPD

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