Edward Scott Budd
Investment adviser representative at Meridian Wealth Advisors, LLC
10 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
10 years in the industry.
- Meridian Wealth Advisors, LLCApr 2026 to now
- Oxbow Advisors, LLCSep 2022 to Apr 2026
- Cwm, LLCApr 2022 to Sep 2022
- Carson GroupNov 2021 to Sep 2022
- Regions BankMay 2016 to Oct 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6346098
- Firm CRD
- 282609