Best Investors Account Sign in
Inactive

Chase Thomas Gelardi

Meridian Wealth Management, LLC

Scottsdale, AZ

Lexington, KY

Claim This Profile
Current Employers
Meridian Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-10-12
AZ RA APPROVED 2023-10-04
CA RA APPROVED 2023-09-28
WA RA APPROVED 2023-09-28
  • MA RA
    APPROVED
    Since 2023-10-12
  • AZ RA
    APPROVED
    Since 2023-10-04
  • CA RA
    APPROVED
    Since 2023-09-28
  • WA RA
    APPROVED
    Since 2023-09-28

Branch Locations

7047 E. Greenway Pkwy, Scottsdale, AZ 85254 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdal AZ 08/2008 05/2022
Goldman Sachs Scottsdale AZ 05/2022 09/2023
Meridian Wealth Management Tucson AZ 09/2023 Present
  • 08/2008 → 05/2022
    The Vanguard Group, Inc.
    Scottsdal, AZ
  • 05/2022 → 09/2023
    Goldman Sachs
    Scottsdale, AZ
  • 09/2023 → Present
    Meridian Wealth Management
    Tucson, AZ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-09-09
  • S63 Uniform Securities Agent State Law Examination
    2008-09-09
Designations
Other Names
  • Chase T Gelardi

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
HELIUM ADVISORS LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
HELIUM ADVISORS LLC · Scottsdale, AZ

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor