AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CM

Charles W. Meade

Some features on this profile are disabled
CRD#: 1144630
CM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Wendell Meade, who also goes by Chuck Meade, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1984. Charles had worked at 5 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chuck Meade

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 1, 2010 - April 2, 2012

LEGEND ADVISORY, LLC

RIA
CRD#: 104761
LEXINGTON, KY
Past

January 1, 1994 - April 2, 2012

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
LOUISVILLE, KY
Past

October 5, 1993 - January 1, 1994

LEGEND CAPITAL CORPORATION

BD
CRD#: 4149
PALM BEACH GARDENS, FL
Past

August 20, 1991 - July 28, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

February 23, 1984 - December 13, 1990

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/2/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


LA
LEGEND ADVISORY, LLC
FREEMARK INVESTMENT MANAGEMENT | THE LINCOLN INVESTMENT COMPANIES | THE LEGEND GROUP | LEGEND ADVISORY, LLC | LEGEND ADVISORY CORPORATION | LEGEND ADVISORY CORP | LEGEND ADVISORY

CRD#: 104761 / SEC#: 801-13887

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
4600 East Park Drive Suite 300, Palm Beach Gardens, FL 33410-4258
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

LEGEND ADVISORY, LLC FORM ADV PART 2A BROCHURE (3/29/2019)

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


LEGEND ADVISORY, LLC

CRD#: 104761

TRUST BUT VERIFY

Monitor Charles Meade

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics