Alexander T. Price

MERIDIAN WEALTH ADVISORS

Austin, TX 78746

Some features on this profile are disabled

CRD#: 6176781

Professional summary

Alexander Thomas Price, who also goes by Alex Price, Alexander T Price, is a registered financial advisor currently at MERIDIAN WEALTH ADVISORS, LLC located in Austin, Texas.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Alexander has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Price | Alexander T Price

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 Alexander Thomas Price'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

March 6, 2025 - Present

MERIDIAN WEALTH ADVISORS, LLC

Office #1: 3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746

RIA

CRD#: 282609

Austin, TX

Past

March 27, 2017 - February 18, 2025

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

March 27, 2017 - February 18, 2025

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

Past

July 15, 2013 - March 2, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

AUSTIN, TX

Past

May 22, 2013 - March 2, 2017

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

AUSTIN, TX

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 ADVISORS, LLC

JLG GROUP, LLC | MERIDIAN WEALTH ADVISORS, LLC

CRD#: 282609 / SEC#: 801-107344

RIA

Registered Investment Advisory firm - (3/4/2016 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
(3/6/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/12/2013

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: 5/21/2013

General Securities Representative Examination

Current Firm

MERIDIAN WEALTH ADVISORS, LLC

JLG GROUP, LLC | MERIDIAN WEALTH ADVISORS, LLC

CRD#: 282609 / SEC#: 801-107344

RIA

Registered Investment Advisory firm - (3/4/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746

Mailing Address

Phone number

(512) 717-5580

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,440
AUM (Assets Under Management)	$ 1,450,816,126

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.

Similar Advisors

Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Eric Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Jeffrey Weeks

ATX PORTFOLIO ADVISORS, LLC

IAR

Austin, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alexander T. Price

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Thomas Price's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

MERIDIAN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/12/2013

SIE

Date: 10/1/2018

Series 7

Date: 5/21/2013

Current Firm

MERIDIAN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors