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CG

Chase T. Gelardi

MERIDIAN WEALTH MANAGEMENT
Scottsdale, AZ 85254
Some features on this profile are disabled
CRD#: 5578058
CG

Professional summary

Chase Thomas Gelardi, CFP®, who also goes by Chase T Gelardi, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Scottsdale, Arizona.

Chase is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Chase has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chase T Gelardi

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 Chase Thomas Gelardi'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®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

September 28, 2023 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 7047 E. Greenway Pkwy Suite 250, Scottsdale, AZ 85254
RIA
CRD#: 151523
Scottsdale, AZ
Past

October 5, 2022 - October 27, 2023

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEWPORT BEACH, CA
Past

July 20, 2022 - October 27, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
Scottsdale, AZ
Past

October 26, 2012 - May 13, 2022

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
SCOTTSDALE, AZ
Past

August 29, 2008 - May 13, 2022

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

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
Arizona
(10/4/2023)
IAR
California
(9/28/2023)
IAR
Massachusetts
(10/12/2023)
IAR
Washington
(9/28/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 9/9/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/29/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/28/2008
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)
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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
64

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 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#: 151523Scottsdale, AZ 85254

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