Sophie G Brooks-ames
Investment adviser representative at Meridian Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm 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 assetsFixed 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
13 years in the industry.
- Meridian Wealth Advisors, LLCMay 2019 to now
- Northern Lights Distributors, LLCSep 2017 to May 2019
- Sage Advisory Services, Ltd Co.Aug 2017 to May 2019
- AXA Advisors, LLCSep 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Meridian Wealth Advisors, LLC
$1.7BAssets managed
336Clients
9Advisers
10 yearsIn 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
- 6185685
- Firm CRD
- 282609