Charles Robert Gardner
Investment adviser representative at Meridian Investment Advisors
10 yearsExperience
1 stateRegistered in
$861.6MFirm assets
48 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 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 Investment AdvisorsOct 2024 to now
- Meridian Management CompanyApr 2024 to now
- Student MobilizationJan 2016 to Mar 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AR).
Meridian Investment Advisors
Legal name: Meridian Management Co
$861.6MAssets managed
233Clients
4Advisers
48 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
- 7994009
- Firm CRD
- 110216