Claim Profile
CN

Charles Andrew Norden

MERIDIAN WEALTH MANAGEMENT, LLC·LEXINGTON, Kentucky
Unclaimed Profile
100 W MAIN STREET, LEXINGTON, KY 40507CRD# 6391727Firm CRD# 151523
01

About

Charles Andrew Norden is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with MERIDIAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC
AUM
$2.9B
Regulatory assets under management
Employees
37
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6391727
Firm CRD# 151523
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LEXINGTON?

Browse all registered financial advisors in LEXINGTON, Kentucky or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles Andrew Norden offer?
Charles Andrew Norden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Charles Andrew Norden's credentials?
Charles Andrew Norden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Andrew Norden located?
Charles Andrew Norden is based in LEXINGTON, Kentucky, working with MERIDIAN WEALTH MANAGEMENT, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Charles Andrew Norden charge for services?
Charles Andrew Norden's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIDIAN WEALTH MANAGEMENT, LLC?
MERIDIAN WEALTH MANAGEMENT, LLC has approximately 37 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty