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Scott Douglas Floersheim

MERIDIAN WEALTH ADVISORS, LLC·ALBUQUERQUE, New Mexico
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9400 HOLLY AVE NE, ALBUQUERQUE, NM 87122-2969CRD# 2924482Firm CRD# 140991
01

About

Scott Douglas Floersheim is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with MERIDIAN WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MERIDIAN WEALTH ADVISORS, LLC
MERIDIAN WEALTH ADVISORS, LLC
AUM
$109M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MERIDIAN WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2924482
Firm CRD# 140991
No disclosures on file
View on FINRA BrokerCheck →

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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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