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SP

Suzanne A. Powell

MERIDIAN WEALTH MANAGEMENT
The Villages, FL 32163
Some features on this profile are disabled
CRD#: 4752270
SP

Professional summary

Suzanne Andrea Powell, who also goes by Suzanne Andrea Bays, Suzanne A Smith, Suzanne Andrea Smith, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in The Villages, Florida.

Suzanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Suzanne has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Suzanne Andrea Bays | Suzanne A Smith | Suzanne Andrea Smith

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 Suzanne Andrea Powell'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

November 19, 2016 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 2462 Burnsed Boulevard, The Villages, FL 32163Office #2: 100 W Main Street Suite 450, Lexington, KY 40507
RIA
CRD#: 151523
The Villages, FL
Past

September 28, 2012 - November 21, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LEXINGTON, KY
Past

September 28, 2012 - November 21, 2016

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LEXINGTON, KY
Past

October 24, 2007 - October 2, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
LEXINGTON, KY
Past

July 6, 2005 - October 2, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
LEXINGTON, KY
Past

February 16, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

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
Florida
(2/26/2021)
IAR
Kentucky
(11/19/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/18/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/29/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/21/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/13/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/13/2004
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#: 151523The Villages, FL 32163

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