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RM

Robert J. Meadows

MEADOWS WEALTH MANAGEMENT
Williamsburg, VA 23185
CRD#: 8065403
Some features on this profile are disabled
RM
Robert James MeadowsMEADOWS WEALTH MANAGEMENT

Professional summary

Robert James Meadows is a registered financial advisor currently at MEADOWS WEALTH MANAGEMENT, LLC located in Williamsburg, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert James Meadows'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 25, 2025 - Present

MEADOWS WEALTH MANAGEMENT, LLC

Office #1: 1769 Jamestown Rd, Ste 302, Williamsburg, Va 23185, Williamsburg, VA 23185
RIA
CRD#: 335770
Williamsburg, VA

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
Virginia
(6/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/13/2025
Uniform Investment Adviser Law Examination

Current Firm

MW
MEADOWS WEALTH MANAGEMENT, LLC
MEADOWS INVESTMENT SOLUTIONS, LLC | MEADOWS WEALTH MANAGEMENT, LLC | MEADOWS WEALTH MANAGEMENT

CRD#: 335770 / SEC#:

Virginia
Registered Investment Advisory firm - (6/25/2025 Approved)
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Contact information

Main Address
1769 Jamestown Rd Ste 302, Williamsburg, VA 23185
Mailing Address
Phone number
(757) 427-4000
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

MEADOWS WEALTH MANAGEMENT, LLC

CRD#: 335770Williamsburg, VA 23185

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