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Scott Joseph Dauenhauer

Meridian Wealth Management, Inc.

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About Scott Joseph Dauenhauer

Scott Dauenhauer is an investment advisor representative at Meridian Wealth Management, Inc. located in Murrieta, CA. Scott is also an active Investment Advisor Representative with Meridian Wealth Management, Inc. Scott has experience in the financial services industry since 1997 and has worked with a variety of clients, including individuals and retirement plans. Scott is a Certified Financial Planner and has received numerous designations and certifications, including the Series 7, 63 and 65 securities licenses. Scott has a broad range of experience in the financial services industry.

Firm Information

Scott Dauenhauer is currently registered with Meridian Wealth Management, Inc.. Meridian Wealth Management, Inc. is an investment advisor registered with the SEC. It provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has $90.44 million in regulatory assets under management and a total of 273 client accounts. Meridian Wealth Management, Inc. also offers educational seminars.

$90.44M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Dauenhauer’s Registration & Firm History

CA

04/29/2019 - Present

Meridian Wealth Management, Inc. (MURRIETA CA)

NY

03/07/2000 - 02/26/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

02/26/1999 - 02/29/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

10/07/1997 - 02/16/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/17/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Joseph Dauenhauer.
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