Mason David Stockham
Investment adviser representative at Meridian Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Meridian Wealth Management, LLCJun 2022 to now
- Meridian Wealth Management, LLCMar 2021 to Jan 2022
- DonatosJun 2020 to Aug 2021
- GrubhubMay 2020 to May 2022
- UbereatsMay 2020 to May 2022
- Clean Sweep Car WashMay 2020 to Jul 2020
- University of Kentucky Office of PhilanthropyMay 2017 to Aug 2017
- University of KentuckyAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7731781
- Firm CRD
- 151523