Vien N. Tran

SAT FINANCIAL ADVISORS

Tequesta, FL

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CRD#: 6680442

Professional summary

Vien N Tran, who also goes by VInce N Tran, is a registered financial advisor currently at SAT FINANCIAL ADVISORS INC. located in Tequesta, Florida and MERIDIAN WEALTH MANAGEMENT, LLC located in Tequesta, Florida.

Vien is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Vien has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vince N Tran

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.

Name of other Business: Sat Financial Advisors Inc. (CRD# 283792) Business is investment-related: Yes Address of the other business: Yes Nature of the other business: Investment Advisory Services Your Position: Owner Title, or relationship with the other business: Wealth Management Advisor Start date of your relationship: 2016 Approximate number of hours/month you devote to the other business: 15 hours total (inclusive of trading hours) Number of hours you devote to the other business during securities trading hours: 15 Briefly describe your duties relating to the other business: Investment Advisor Representative

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vien N Tran'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

May 22, 2024 - Present

SAT FINANCIAL ADVISORS INC.

RIA

CRD#: 283792

Tequesta, FL

Current

April 18, 2025 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #2: 3835 Pga Blvd., Suite 205, Palm Beach Gardens, FL 33410

RIA

CRD#: 151523

Tequesta, FL

Past

November 23, 2016 - December 31, 2023

SAT FINANCIAL ADVISORS INC.

RIA

CRD#: 283792

TEQUESTA, FL

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

Florida
(5/22/2024)

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 65

Date: 11/23/2016

Uniform Investment Adviser Law 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.

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Vien N. Tran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vien N Tran's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAT FINANCIAL ADVISORS INC.

MERIDIAN WEALTH MANAGEMENT, LLC

SAT FINANCIAL ADVISORS INC.

Primary Firm SEC Registration

MERIDIAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/2016

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

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