Cody R Smith
Investment adviser representative at Meridian Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$5BFirm assets
16 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
10 years in the industry.
- Meridian Wealth Management, LLCApr 2025 to now
- Ironguide LLCJun 2024 to now
- Northwestern Mutual Wealth Management CompanyDec 2021 to Jun 2024
- Northwestern Mutual Investment Services LLCMar 2020 to Jun 2024
- Northwestern Mutual Life Insurance CompanyMay 2019 to Jun 2024
- Dcbs TrisApr 2018 to May 2019
- KrogerApr 2017 to Apr 2018
- StudentJan 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KY).
Meridian Wealth Management, LLC
$5BAssets managed
5,533Clients
58Advisers
16 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
- 7111729
- Firm CRD
- 151523