Angela M. Cruz

MERIDIAN WEALTH ADVISORS

Austin, TX 78746

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CRD#: 4097817

Professional summary

Angela Michele Cruz, who also goes by Angela Michele Johnson, is a registered financial advisor currently at MERIDIAN WEALTH ADVISORS, LLC located in Austin, Texas.

Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Angela has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Angela Michele Johnson

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.

(1) A Cup of Sugar Address: Austin, TX Nature of the Business: Selling decorated cookies Position/Title: Proprietor/Owner Investment Related: No Start Date: 01/16/2015 Hours per month devoted to this business: 40 Hours per month devoted to this business during trading hours: 0 Description of duties: Baking & selling sugar cookies in small quantities to friends.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Michele Cruz'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

January 2, 2018 - Present

MERIDIAN WEALTH ADVISORS, LLC

Office #1: 3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746

RIA

CRD#: 282609

Austin, TX

Past

July 14, 2014 - December 31, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

AUSTIN, TX

Past

May 10, 2013 - December 31, 2017

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

AUSTIN, TX

Past

February 9, 2005 - May 14, 2013

RBC CAPITAL MARKETS, LLC

CRD#: 31194

AUSTIN, TX

Past

June 16, 2004 - February 10, 2005

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

October 4, 2000 - May 21, 2004

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

September 19, 2000 - September 25, 2000

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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".

MERIDIAN WEALTH ADVISORS, LLC

JLG GROUP, LLC | MERIDIAN WEALTH ADVISORS, LLC

CRD#: 282609 / SEC#: 801-107344

RIA

Registered Investment Advisory firm - (3/4/2016 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

Texas
(1/2/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/14/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/29/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/18/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 11/7/2013

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 8/13/2013

General Securities Sales Supervisor - General Module Examination

Current Firm

MERIDIAN WEALTH ADVISORS, LLC

JLG GROUP, LLC | MERIDIAN WEALTH ADVISORS, LLC

CRD#: 282609 / SEC#: 801-107344

RIA

Registered Investment Advisory firm - (3/4/2016 Approved)

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Contact information

Main Address

3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746

Mailing Address

Phone number

(512) 717-5580

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,440
AUM (Assets Under Management)	$ 1,450,816,126

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.

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Advisor Monitoring

Firm Stability Insights

Angela M. Cruz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Michele Cruz's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RBC CAPITAL MARKETS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

MERIDIAN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2014

Series 63

Date: 11/29/2000

SIE

Date: 12/31/2017

Series 7

Date: 9/18/2000

Series 9

Date: 11/7/2013

Series 10

Date: 8/13/2013

Current Firm

MERIDIAN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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