Henry Joseph Lessner III
Investment Adviser Representative at Meridian Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Henry Joseph Lessner is an investment adviser representative with Meridian Wealth Management, LLC in Allen, TX, where they have been registered since 2022. They have worked in the securities industry since 2005 and have been registered with 4 firms, including Southport Capital and Wealth Management Group, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Silver OAK Securities, Inc.Feb 2007 – May 2018Jackson, TN
- Self-employedFeb 2005 – Feb 2021Allen, TX
- Wealth Management Group, LLCJun 2011 – Feb 2021Allen, TX
- Southport CapitalFeb 2021 – Apr 2022Chattanooga, TN
- Meridian Wealth Management, LLCMay 2022 – no end date reportedLexington, KY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Meridian Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 58
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Lexington, KY
- SEC file number:
- 801-70676
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Meridian Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Henry Joseph Lessner III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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