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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LR

Leslie S. Rion

MERIDIAN WEALTH MANAGEMENT
Lexington, KY 40507
Some features on this profile are disabled
CRD#: 1463995
LR

Professional summary

Leslie S Rion, who also goes by Leslie Renee Shamburger, Leslie Renne Shamburger, Leslie Renee Snarr, Leslie Snarr, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Lexington, Kentucky.

Leslie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Leslie has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Leslie Renee Shamburger | Leslie Renne Shamburger | Leslie Renee Snarr | Leslie Snarr

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 Leslie S Rion'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®
None

Experience

Current

April 3, 2015 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 100 W Main Street Suite 450, Lexington, KY 40507
RIA
CRD#: 151523
Lexington, KY
Past

March 15, 2012 - March 11, 2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
LEXINGTON, KY
Past

March 15, 2012 - March 11, 2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
LEXINGTON, KY
Past

January 4, 2011 - January 10, 2012

LEXINGTON INVESTMENT COMPANY, INC.

RIA
CRD#: 27393
LEXINGTON, KY
Past

March 23, 2006 - July 6, 2006

LEXINGTON INVESTMENT COMPANY, INC.

RIA
CRD#: 27393
LEXINGTON, KY
Past

March 22, 2004 - March 25, 2004

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
LEXINGTON, KY
Past

March 19, 2004 - January 10, 2012

LEXINGTON INVESTMENT COMPANY, INC.

BD
CRD#: 27393
LEXINGTON, KY
Past

May 17, 1994 - March 25, 2004

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

April 25, 1994 - May 17, 1994

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
Past

March 25, 1987 - April 29, 1994

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
LOUISVILLE, KY

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
(4/3/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/30/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/3/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/11/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/1987
General Securities 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
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
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 40507

TRUST BUT VERIFY

Monitor Leslie Rion

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

Contact information

xxxxx@xxxx.xxx

Similar Advisors

GF
Ginger FordAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES, INC.
RR
Lexington, KY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.