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Tyler Scott Bailey

Meridian Wealth Management, LLC

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About Tyler Scott Bailey

Tyler Scott Bailey is an Investment Advisor Representative with Meridian Wealth Management, LLC. Tyler has been in the industry since 2013. Tyler is also licensed as a securities agent in Kentucky. Before joining Meridian Wealth Management, LLC, Tyler worked at Morgan Stanley and OneAmerica Securities, Inc.

Firm Information

Tyler Bailey is currently registered with Meridian Wealth Management, LLC. Meridian Wealth Management, LLC is a Kentucky-based firm that manages over $2.9 billion in assets for individuals, families, and institutions. The firm specializes in financial planning, portfolio management, and pension consulting, offering personalized investment solutions tailored to each client's unique needs. Their team of experienced professionals provides a range of services, including educational seminars and selection of other advisors. The firm has a strong focus on serving high-net-worth individuals, charitable organizations, and businesses. They also participate in wrap fee programs.
Meridian Wealth Management, LLC

100 W MAIN STREET

LEXINGTON, KY 40507

$2.91B

Assets Under Management

10

Total Clients

48

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Tyler Bailey’s Registration & Firm History

KY

01/14/2016 - Present

Meridian Wealth Management, LLC (LEXINGTON KY)

KY

09/25/2013 - 02/01/2016

MORGAN STANLEY (LEXINGTON KY)

KY

05/27/2013 - 07/22/2013

ONEAMERICA SECURITIES, INC. (LEXINGTON KY)

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Licenses & Designations

IA

Issued 07/11/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Scott Bailey.
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