Meredith Wade is a registered investment advisor, based in Bethesda, MD, with 21 years of industry experience.
Location
One Democracy Center, 6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Xml SecuritiesBroker
September 2021 - Present · 4 yrs 8 mos
Xml Securities
September 2021 - Present · 4 yrs 8 mos
Xml Financial Group
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
November 2019 - August 2021 · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2019 - August 2021 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2018 - November 2019 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - November 2019 · 1 yr 5 mos
Suntrust Advisory Services, INC.
August 2016 - April 2018 · 1 yr 8 mos
Suntrust Investment Services, INC.
December 2015 - December 2016 · 1 yr
Suntrust Investment Services, INC.Broker
December 2015 - April 2018 · 2 yrs 4 mos
Morgan Stanley
August 2013 - November 2015 · 2 yrs 3 mos
Morgan StanleyBroker
August 2013 - November 2015 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
March 2005 - July 2013 · 8 yrs 4 mos
Wells Fargo Advisors, LLC
March 2005 - July 2013 · 8 yrs 4 mos
AXA Advisors, LLC
February 2004 - December 2004 · 10 mos
AXA Advisors, LLCBroker
October 2003 - December 2004 · 1 yr 2 mos
State Registrations1 state
MD
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.