CS
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Cody R Smith

4 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,961 clients
Average Client Portfolio
$981K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None
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Location

100 W Main Street, Suite 450, Lexington, KY, 40507

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History

Regulatory History (1)
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Customer Dispute
August 2022
Settled
Employment History
Current Registrations
Meridian Wealth Management, LLC
April 2025 - Present · 10 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
July 2020 - June 2024 · 3 yrs 11 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.