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Scott Douglas Floersheim

MERIDIAN WEALTH ADVISORS, LLC·ALBUQUERQUE, New Mexico
Series 7, Series 66Clean record20 years registeredMERIDIAN WEALTH ADVISORS, LLC
9400 HOLLY AVE NE, ALBUQUERQUE, NM 87122-2969CRD# 2924482Firm CRD# 140991

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Douglas Floersheim · ALBUQUERQUE, NM
Registration
CRD #2924482 · MERIDIAN WEALTH ADVISORS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

SAVANT WEALTH MANAGEMENT
Jun 2026 – present
MERIDIAN WEALTH ADVISORS, LLC
Jul 2006 – Jun 2026
ALBUQUERQUE, NM
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 27, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERIDIAN WEALTH ADVISORS, LLC
CRD 140991 · SEC 801-127570
AUM
$109M
Regulatory assets under management
Employees
1
254 client accounts
Services offered by MERIDIAN WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MERIDIAN WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Scott Douglas Floersheim offer?
Scott Douglas Floersheim specializes in Financial Planning, Investment Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Scott Douglas Floersheim's credentials?
Scott Douglas Floersheim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Douglas Floersheim located?
Scott Douglas Floersheim is based in ALBUQUERQUE, New Mexico, working with MERIDIAN WEALTH ADVISORS, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Scott Douglas Floersheim charge for services?
Scott Douglas Floersheim's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIDIAN WEALTH ADVISORS, LLC?
MERIDIAN WEALTH ADVISORS, LLC has approximately 1 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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