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CFP
CG
CFP

Chase Thomas Gelardi

Meridian Wealth Management, LLC
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Meridian Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,961 clients
Average Client Portfolio
$981K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None

Location

7047 E. Greenway Pkwy, Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Meridian Wealth Management, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
October 2022 - October 2023 · 1 yr
Goldman Sachs Personal Financial Management
July 2022 - October 2023 · 1 yr 3 mos
Vanguard Advisers, INC.
October 2012 - May 2022 · 9 yrs 7 mos
Vanguard Marketing CorporationBroker
August 2008 - May 2022 · 13 yrs 9 mos
State Registrations4 states
AZCAMAWA
Advisor
Exams
No exam information available for this advisor.