Unclaimed Profile

Natalie Ann Fernandez Lee

MERIDIAN WEALTH MANAGEMENT, LLC·LEXINGTON, Kentucky

SIE, Series 6, Series 7, Series 24, Series 63, Series 656 years registeredMERIDIAN WEALTH MANAGEMENT, LLC

100 W MAIN STREET, LEXINGTON, KY 40507CRD# 3176265Firm CRD# 151523

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Natalie Ann Fernandez Lee · LEXINGTON, KY

Registration

CRD #3176265 · MERIDIAN WEALTH MANAGEMENT, LLC · 6 years registered

Brand Profile

Not yet started

Career History

MERIDIAN WEALTH MANAGEMENT, LLC

Mar 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 13, 2020

Years registered · 6

Disclosure History

2002Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MERIDIAN WEALTH MANAGEMENT, LLC

CRD 151523 · SEC 801-70676

AUM

$2.9B

Regulatory assets under management

Employees

8,456 client accounts

Services offered by MERIDIAN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MERIDIAN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Natalie Ann Fernandez Lee offer?

Natalie Ann Fernandez Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEXINGTON, Kentucky for a consultation.

What are Natalie Ann Fernandez Lee's credentials?

Natalie Ann Fernandez Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Natalie Ann Fernandez Lee located?

Natalie Ann Fernandez Lee 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 Natalie Ann Fernandez Lee charge for services?

Natalie Ann Fernandez Lee'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.

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