Meris A. Collier
AXXCESS WEALTH MANAGEMENT
Seattle, WA 98133
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CRD#: 5100936
Professional summary
Meris Arel Collier, CFP®, who also goes by Meris A Collier, is a registered financial advisor currently at AXXCESS WEALTH MANAGEMENT, LLC located in Seattle, Washington.
Meris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Meris has worked at 10 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Meris A Collier
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) Collier Sustainable Wealth Management; Investment-related; 1833 N 105th St, Ste 101, Seattle WA 98133; Start 4/2021; dba for investment advisory business with Axxcess Wealth Managment 2) Insurance; Not Investment-related;1833 N 105th St, Ste 101, Seattle WA 98133; Insurance; Independent Insurance Agent; Start 01/2007; One hour per month; One hour during securities trading hours; Presenting and selling insurance products and solutions. 3) Collier Sustainable Wealth Management; Not Investment-related; 1833 N 105th St, Ste 101, Seattle WA 98133; Start 9/2021; Personal Finance; Money Coach; Ten hours per month; Five hours during securities trading hours; Coaching work pro-bono talking to people about their relationship to money.
CRS (Client Relationship Summary) - RIA
Click below to view Meris Arel Collier's 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®
CFP®
Start date: 2011
Experience
Current
January 4, 2022 - Present
AXXCESS WEALTH MANAGEMENT, LLC
Office #1: 1833 N 105th St #101, Seattle, WA 98133RIA
CRD#: 164081
Seattle, WA
Past
September 9, 2021 - August 30, 2023
ARETE WEALTH MANAGEMENT, LLC
BD
CRD#: 44856
Seattle, WA
Past
June 2, 2021 - September 8, 2021
XTON FINANCIAL LLC
BD
CRD#: 132847
NEW YORK, NY
Past
April 29, 2021 - December 31, 2021
AXXCESS WEALTH MANAGEMENT, LLC
RIA
CRD#: 164081
Seattle, WA
Past
November 6, 2020 - April 29, 2021
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
SEATTLE, WA
Past
November 6, 2020 - April 29, 2021
ARBOR POINT ADVISORS
RIA
CRD#: 165127
SEATTLE, WA
Past
November 6, 2020 - April 29, 2021
SECURITIES AMERICA, INC.
BD
CRD#: 10205
Seattle, WA
Past
August 15, 2016 - November 6, 2020
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
Seattle, WA
Past
August 15, 2016 - November 6, 2020
KMS FINANCIAL SERVICES, INC.
BD
CRD#: 3866
Seattle, WA
Past
February 24, 2009 - August 15, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
SEATTLE, WA
Past
February 24, 2009 - August 15, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
SEATTLE, WA
Past
May 30, 2007 - August 15, 2016
COLLIER
RIA
CRD#: 113905
SEATTLE, WA
Past
August 21, 2006 - February 27, 2009
OSAIC SERVICES, INC.
BD
CRD#: 133763
SEATTLE, WA
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".
AW
AXXCESS WEALTH MANAGEMENT, LLC
ALTA PRIVATE WEALTH | WILLIAMSON LEGACY GROUP | VANDALIA WEALTH MANAGEMENT | THE ZANDBERGEN GROUP | SILVERSTONE PRIVATE WEALTH | SEWALSON MILAZZO FINANCIAL CONSULTING GROUP | SENTRY PACIFIC FINANCIAL GROUP | ROUTE 20 PRIVATE WEALTH | PROVIDENCE WEALTH MANAGEMENT | PATHFINDER WEALTH ADVISORS | PATHFINDER | OUTWING PRIVATE WEALTH MANAGEMENT | OSPREY CAPITAL PARTNERS LLC | OPTIMIZED WEALTH STRATEGIES | MK CAPITAL ADVISORS, LLC | MAGNOLIA CAPITAL MANAGEMENT | MADDIX WEALTH MANAGEMENT | LIFETIME WEALTH SOLUTIONS | LA WEALTH ADVISORS | JENNIFER P. EASLEY, CFP | INVESTATE WEALTH MANAGEMENT | E AND E FINANCIAL | DONAHUGH WEALTH | COLLIER SUSTAINABLE WEALTH MANAGEMENT | AXXCESS WEALTH MANAGEMENT, LLC | ASSET PRESERVATION STRATEGIES | ASCENDANT CAPITAL MANAGEMENT, LLC | AMBROSINI WEALTH
CRD#: 164081 / SEC#: 801-76763
RIA
Registered Investment Advisory firm - (6/6/2012 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(1/4/2022)
IAR
Washington(1/11/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AW
AXXCESS WEALTH MANAGEMENT, LLC
ALTA PRIVATE WEALTH | WILLIAMSON LEGACY GROUP | VANDALIA WEALTH MANAGEMENT | THE ZANDBERGEN GROUP | SILVERSTONE PRIVATE WEALTH | SEWALSON MILAZZO FINANCIAL CONSULTING GROUP | SENTRY PACIFIC FINANCIAL GROUP | ROUTE 20 PRIVATE WEALTH | PROVIDENCE WEALTH MANAGEMENT | PATHFINDER WEALTH ADVISORS | PATHFINDER | OUTWING PRIVATE WEALTH MANAGEMENT | OSPREY CAPITAL PARTNERS LLC | OPTIMIZED WEALTH STRATEGIES | MK CAPITAL ADVISORS, LLC | MAGNOLIA CAPITAL MANAGEMENT | MADDIX WEALTH MANAGEMENT | LIFETIME WEALTH SOLUTIONS | LA WEALTH ADVISORS | JENNIFER P. EASLEY, CFP | INVESTATE WEALTH MANAGEMENT | E AND E FINANCIAL | DONAHUGH WEALTH | COLLIER SUSTAINABLE WEALTH MANAGEMENT | AXXCESS WEALTH MANAGEMENT, LLC | ASSET PRESERVATION STRATEGIES | ASCENDANT CAPITAL MANAGEMENT, LLC | AMBROSINI WEALTH
CRD#: 164081 / SEC#: 801-76763
RIA
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Contact information
Main Address
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011
Mailing Address
Phone number
(858) 217-5347
Established
Firm type
Fiscal year end
# of Employees
86
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 22,242 |
| AUM (Assets Under Management) | $ 6,329,396,180 |
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.
