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Patricia Morgenthal Breeze

Patricia M. Breeze

MERIDIAN WEALTH MANAGEMENT
Lexington, KY 40504
Some features on this profile are disabled
CRD#: 1031412
Patricia Morgenthal Breeze

Professional summary

Patricia Morgenthal Breeze, CFP®, who also goes by Maxine Patricia Morgenthal Breeze, Patty Morgenthal Breeze, Patricia Morgenthal Bridgewater, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Lexington, Kentucky.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Patricia has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Maxine Patricia Morgenthal Breeze | Patty Morgenthal Breeze | Patricia Morgenthal Bridgewater

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Morgenthal Breeze's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2001

Experience

Current

March 16, 2026 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 2365 Harrodsburg Road, Suite A240, Lexington, KY 40504
RIA
CRD#: 151523
Lexington, KY
Past

September 15, 2021 - March 16, 2026

ACCURATE WEALTH MANAGEMENT, LLC

RIA
CRD#: 298137
Lexington, KY
Past

January 5, 2015 - September 20, 2021

SEACURE ADVISORS LLC

RIA
CRD#: 170079
Lexington, KY
Past

March 21, 2007 - December 31, 2014

CSSC BROKERAGE SERVICES, INC.

BD
CRD#: 141630
LEXINGTON, KY
Past

July 3, 2002 - December 31, 2014

TRUSTEE EMPOWERMENT & PROTECTION, INC.

RIA
CRD#: 108249
LEXINGTON, KY
Past

March 13, 2002 - March 21, 2007

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
VERSAILLES, KY
Past

December 27, 1985 - April 3, 2002

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

April 30, 1982 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA
Registered Investment Advisory firm - (10/14/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(3/16/2026)
IAR
Texas
(3/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/1/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/7/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/18/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 8/5/1986
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/29/1982
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MW
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA
Registered Investment Advisory firm - (10/14/2009 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
100 W Main Street Suite 450, Lexington, KY 40507
Mailing Address
Phone number
(859) 543-4516
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH MANAGEMENT FORM ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts8,802
AUM (Assets Under Management)$ 3,885,527,411

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

CRD#: 151523Lexington, KY 40504

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