Angela Cruz, financial advisor Austin TX

Angela Cruz

CRD Number: 4097817
Current Firm: Meridian Wealth Advisors, LLC

Angela Cruz (CRD# 4097817) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Meridian Wealth Advisors, LLC Austin, TX Jan 2018 - Current 6
Meridian Wealth Advisors, LLC Austin, TX Jan 2018 - Current 6
A Cup Of Sugar Austin, TX Jan 2015 - Current 9
Raymond James & Associates, Inc. Austin, TX May 2013 - Dec 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Angela M. Cruz
Phone Number: 512-717-5580
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,224
    MILLIONS
  • Total Number of Accounts
    1,279
    ACCOUNTS
  • Average Account Value
    $956,930
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, LA, MT, TX

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