Christopher
Popso

Meridian Wealth Advisors, LLC

CRD#6865686
Investment Advisor
in Austin, TX

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About this Advisor

Christopher Popso is a financial advisor based in Austin, Texas, working with Meridian Wealth Advisors, LLC. Christopher has previously held positions at Sterling Advisors, A Division Of Bb&T Securities, HSBC, Rider University, Concord Advisory Group LTD, New Jersey Economic Development Authority, Reliance Standard Life, Fernbrook Farms, Blackrock, Blackrock Investments, LLC, Pacific Investment Management Company LLC, and Meridian Wealth Advisors, LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Christopher is part of Meridian Wealth Advisors, LLC, which operates out of Austin, Texas. The firm has 11 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Meridian Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3600 North Capital Of Texas Highway Building B, Suite 150
Austin, TX 78746

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Meridian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,223,913,676

TX Average: $3,042,739,679
Total Number of Employees

11

TX Average: 49
Total Number of Accounts

1,279

TX Average: 2,315
Average Account Size

$956,930

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Popso Work History

2022 - Present (3 years)

Meridian Wealth Advisors, LLC

2022 - Present (3 years)

Meridian Wealth Advisors, LLC

2020 - 2022 (2 years)

Pacific Investment Management Company LLC

2018 - 2020 (2 years)

Blackrock

2018 - 2020 (2 years)

Blackrock Investments, LLC

2017 - 2018 (1 year)

Sterling Advisors, A Division Of Bb&T Securities

2017 - 2017 (< 1 year)

Hsbc

2016 - 2017 (1 year)

Concord Advisory Group LTD

2016 - 2016 (< 1 year)

New Jersey Economic Development Authority

2015 - 2015 (< 1 year)

Reliance Standard Life

2014 - 2017 (3 years)

Rider University

2014 - 2014 (< 1 year)

Fernbrook Farms

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Disclosures

Please visit the SEC profile of Christopher Popso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Meridian Wealth Advisors, LLC

Christopher Popso
Austin, TX
Angela Cruz
Austin, TX
Sophie Brooks-Ames
Austin, TX
Meagan Moll
Austin, TX
Jacqueline Gordon
Austin, TX
Brian Noonan
Austin, TX
Joshua Galatzan
Austin, TX
Kerwin Price
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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