Shawn A. Best

MERIDIAN WEALTH MANAGEMENT

Tucson, AZ 85711

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CRD#: 5618834

Professional summary

Shawn Anthony Best, CFP® is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Tucson, Arizona.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Shawn has worked at 6 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

What are your service offerings?

Social Security Planning

Socially Responsible Investing

Retirement Income Management

Business Succession Planning

Tax Planning

Small Business Planning

Estate Planning

Inheritance

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

500K

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.

10/2023 Desert Sky Wealth Partners, LLC created for tax purposes, sole owner, 2 hours per month, non-investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Anthony Best'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: 2017

Experience

Current

September 28, 2023 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 5210 E. Williams Circle Suite 820, Tucson, AZ 85711

RIA

CRD#: 151523

Tucson, AZ

Past

May 13, 2022 - October 2, 2023

TCI WEALTH ADVISORS, INC.

RIA

CRD#: 107373

TUCSON, AZ

Past

November 3, 2017 - August 8, 2022

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

TUCSON, AZ

Past

May 16, 2013 - May 23, 2013

BBVA SECURITIES INC.

CRD#: 27060

GREEN VALLEY, AZ

Past

December 20, 2012 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

GREEN VALLEY, AZ

Past

August 26, 2009 - June 3, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

TUCSON, 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".

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

Minnesota
(9/28/2023)

IAR

Washington
(9/28/2023)

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

Series 63

Date: 9/11/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/25/2009

Investment Company Products/Variable Contracts 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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Shawn A. Best

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Anthony Best's CRS (Customer Relationship Summary).

Certified licenses

Experience

TCI WEALTH ADVISORS, INC.

UNITED CAPITAL FINANCIAL ADVISORS

BBVA SECURITIES INC.

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

MERIDIAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/11/2009

Series 6

Date: 8/25/2009

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

Contact information

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