Thomas Edward Zebroski
Investment adviser representative at Meridian Wealth Management
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$117.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Meridian Wealth Management, LLCDec 2016 to now
- Insurance AgentSep 2006 to now
- Central Washington UniverstiyJan 2017 to Dec 2022
- Columbia River Advisors LLCAug 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Meridian Wealth Management
Legal name: Meridian Wealth Management, LLC
$117.8MAssets managed
71Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5146523
- Firm CRD
- 285853