TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
BC
CFA
BC
CFA
Brycen Noel Coward
Meridian Wealth Management, LLC
4 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
Estate Planning
Insurance Planning
High Net Worth
Business 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
Investment Management
Planning
Loading...
Location
100 W Main Street, Suite 450, Lexington, KY, 40507
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Employment Separation After Allegations
August 2024
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Meridian Wealth Management, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Lido
February 2022 - August 2024 · 2 yrs 6 mos
Knowledge Leaders Capital, LLC
November 2021 - April 2024 · 2 yrs 5 mos
State Registrations
4 states
AZ
CO
GA
NC
Advisor
Exams
No exam information available for this advisor.