Meridith G. Mimbs

CRESCENT WEALTH ADVISORY

ATLANTA, GA 30339

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CRD#: 5467311

Professional summary

Meridith Gail Mimbs, who also goes by Meridith G Mimbs, Meridith Mimbs, is a registered financial advisor currently at CRESCENT WEALTH ADVISORY, LLC located in Atlanta, Georgia and M HOLDINGS SECURITIES, INC. located in Atlanta, Georgia.

Meridith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Meridith has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Meridith G Mimbs | Meridith Mimbs

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) Crescent Wealth Advisory LLC; 200 Galleria Pkwy SE, Ste 1880, Atlanta, GA 30339; RIA; Investment related; Director of Private Client Services; Assist clients in all operational matters, including trades, money movement, and new account paperwork; 6/20/2018; 160 ho/mo; 130 ho/mo during trading hours. 2) Crescent Wealth Management; 200 Galleria Pkwy SE, Ste 1880, Atlanta, GA 30339; M Financial Group Member Firm Employee, insurance; Investment related; Director of Private Client Services; Works on the RIA side helping with operations and client service; 2/17/2017; 160 ho/mo; 130 ho/mo during trading hours. 3) Duality Embodiment LLC; Marietta, GA; Wellness Company; Not investment related; Owner; Trauma informed breathwork and somatic healing; 7/15/24; 30 ho/mo; 0 ho/mo during trading hours. 4) Ninth Acre LLC; 400 Interstate N Parkway, Ste 1125, Atlanta GA 30339; Winery; Not investment related; Owner / President; Overseeing the business and operations, not involved in sales or soliciting; 3/16/26; 40 ho/mo; 0 ho/mo during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meridith Gail Mimbs'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®

None

Experience

Current

June 20, 2018 - Present

CRESCENT WEALTH ADVISORY, LLC

Office #1: 200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339

RIA

CRD#: 151156

ATLANTA, GA

Current

March 24, 2025 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 200 Galleria Parkway Suite 1880, Atlanta, GA 30339

RIA

CRD#: 43285

Atlanta, GA

Past

February 7, 2020 - March 26, 2025

LION STREET FINANCIAL, LLC

CRD#: 165828

ATLANTA, GA

Past

March 10, 2017 - February 21, 2020

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Atlanta, GA

Past

August 29, 2013 - February 23, 2017

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

August 27, 2013 - February 23, 2017

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Past

December 3, 2010 - August 12, 2013

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ATLANTA, GA

Past

November 22, 2010 - August 12, 2013

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ATLANTA, GA

Past

March 17, 2009 - May 6, 2010

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

MACON, GA

Past

March 13, 2009 - May 6, 2010

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

MACON, GA

Past

April 28, 2008 - January 14, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

March 14, 2008 - January 14, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Georgia
(6/20/2018)

Georgia
(3/24/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/18/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CRESCENT WEALTH ADVISORY, LLC

CRESCENT WEALTH ADVISORY, LLC | CRESCENT WEALTH CAPITAL MANAGEMENT, LLC

CRD#: 151156 / SEC#:

Georgia

Registered Investment Advisory firm - (3/9/2015 Approved)

Louisiana

Registered Investment Advisory firm - (9/18/2023 Approved)

Tennessee

Registered Investment Advisory firm - (6/21/2023 Approved)

Texas

Registered Investment Advisory firm - (4/28/2022 Conditional Restricted)

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Contact information

Main Address

200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339

Mailing Address

Phone number

(770) 431-1260

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	177
AUM (Assets Under Management)	$ 99,027,243

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

Meridith G. Mimbs

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meridith Gail Mimbs's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

LION STREET FINANCIAL, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 4/18/2008

SIE

Date: 10/1/2018

Series 7

Date: 3/13/2008

FINRA

Current Firm

CRESCENT WEALTH ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRESCENT WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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