RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T••••• E••••• Z•••••••
- Title
- Managing Partner & Financial Consultantreportedmeridianwealthmgmt.comfirm site, Sep 16, 2026
- Designations
- CFP, AAMSreportedmeridianwealthmgmt.comas printed on the bio page, Sep 16, 2026
- Professional profile
- meridianwealthmgmt.com/our_team/thomas-e-zebroski-cfpreportedmeridianwealthmgmt.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M••••••• W••••• M••••••••• independent RIA currentsince Dec 5, 2016 · Gig Harbor, Wa
- C••••••• R•••• A••••••• independent RIAAug 21, 2014 to Feb 16, 2017 · Bellevue, Wa
- C•••••• S••••• • C••• I••• national BDAug 8, 2007 to Jan 14, 2014 · Bellevue, Wa
- A• G• E•••••• • S•••• I••• unclassifiedJul 24, 2006 to Jul 16, 2007 · Seattle, Wa
- C••••••• R•••• A••••••• to M••••••• W••••• M•••••••••left Feb 16, 2017, registered Dec 5, 2016 (-73 days) · Other · moved with a team
- C•••••• S••••• • C••• I••• to C••••••• R•••• A•••••••left Jan 14, 2014, registered Aug 21, 2014 (219 days) · Other
- A• G• E•••••• • S•••• I••• to C•••••• S••••• • C••• I•••left Jul 16, 2007, registered Aug 8, 2007 (23 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address