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Edward Scott Budd

Meridian Wealth Advisors, LLC

Austin, TX

CRD 6346098

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Employer firm

Meridian Wealth Advisors, LLC CRD 282609

$1.74B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Meridian Wealth Advisors, Llc

3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-30
  • TX RA
    APPROVED
    Since 2026-04-30

Branch Locations

3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • 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
Carson Group Omaha NE 11/2021 09/2022
Cwm, Llc Omaha NE 04/2022 09/2022
Regions Bank Austin TX 10/2020 10/2021
Regions Bank Birmingham AL 12/2018 10/2020
Regions Bank Birmingham AL 05/2016 12/2018
Oxbow Advisors, Llc Austin TX 09/2022 04/2026
Oxbow Advisors, Llc Austin TX 02/2025 04/2026
Meridian Wealth Advisors, Llc Austin TX 04/2026 Present
  • 11/2021 → 09/2022
    Carson Group
    Omaha, NE
  • 04/2022 → 09/2022
    Omaha, NE
  • 10/2020 → 10/2021
    Regions Bank
    Austin, TX
  • 12/2018 → 10/2020
    Regions Bank
    Birmingham, AL
  • 05/2016 → 12/2018
    Regions Bank
    Birmingham, AL
  • 09/2022 → 04/2026
    Austin, TX
  • 02/2025 → 04/2026
    Austin, TX
  • 04/2026 → Present
    Austin, TX
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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