BS
BS

Blaise Joseph Schillace

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
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
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Location

100 W Main Street, Suite 450, Lexington, KY, 40507

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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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Other Business ActivitiesSells Insurance

Blaise operates Varsity Wealth in Mandeville, LA, which is a DBA for fixed insurance sales, office management, and an investment advisory business through MWM. Blaise dedicates full-time hours to both fixed insurance sales/office oversight and the investment advisory business.

Employment History
Current Registrations
Meridian Wealth Management, LLC
November 2023 - Present · 2 yrs 3 mos
State Registrations1 state
LA
Advisor
Exams
No exam information available for this advisor.