Colin Tallmadge Meddaugh
Investment adviser representative at Ae Wealth Management, LLC
11 yearsExperience
3 statesRegistered in
$49.8BFirm assets
10 yearsFirm in business
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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
- Seminars and workshops
Experience
11 years in the industry.
- US Navy ReserveDec 2025 to now
- Rental PropertyMay 2025 to now
- Imagine FinancialFeb 2022 to now
- Ae Wealth Management, LLCNov 2018 to now
- United States Navy ReserveFeb 2015 to now
- Madison Avenue Securities, LLCNov 2018 to Jan 2024
- Ephas LLC, dba Ephas FinancialNov 2018 to Feb 2022
- First Command Advisory ServicesFeb 2016 to Nov 2018
- First Command Insurance Services, IncFeb 2016 to Nov 2018
- First Command Financial Planning, IncNov 2015 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (CA, SC, TX).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
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
- 6493975
- Firm CRD
- 282580