Gregory W. Couch

MERIDIAN WEALTH MANAGEMENT

Lexington, KY 40507

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CRD#: 4910345

Professional summary

Gregory Wayne Couch is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Lexington, Kentucky.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Gregory has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Gregory Wayne Couch'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 6, 2009 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 100 W Main Street Suite 450, Lexington, KY 40507

RIA

CRD#: 151523

Lexington, KY

Past

March 3, 2014 - February 18, 2015

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

LEXINGTON, KY

Past

January 5, 2012 - March 18, 2014

SPIRE SECURITIES, LLC

CRD#: 144131

LEXINGTON, KY

Past

December 16, 2009 - November 30, 2011

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

LEXINGTON, KY

Past

April 28, 2005 - November 6, 2009

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

LEXINGTON, KY

Past

March 23, 2005 - November 6, 2009

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

LEXINGTON, 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".

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

California
(3/27/2023)

IAR

Florida
(4/6/2023)

IAR

Kentucky
(11/6/2009)

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 66

Date: 4/27/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/18/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/6/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/22/2005

General Securities Representative Examination

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA

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

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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

SEC notice filing (47 States and Territories)

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 Accounts	8,802
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.

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Advisor Monitoring

Firm Stability Insights

Gregory W. Couch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Wayne Couch's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT BROKERAGE SERVICES, INC.

SPIRE SECURITIES, LLC

PRIVATE CLIENT SERVICES, LLC

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

MERIDIAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/27/2005

SIE

Date: 2/18/2015

Series 31

Date: 9/6/2006

Series 7

Date: 3/22/2005

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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