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Joshua L Galatzan

Investment Adviser Representative at Meridian Wealth Advisors, LLC

Austin, TXCRD #4214680Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joshua L. Galatzan is an investment adviser representative with Meridian Wealth Advisors, LLC in Austin, TX, where they have been registered since 2016. They have worked in the securities industry since 2000 and have been registered with 3 firms, including Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Texas.

Office

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

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/29/2000
SIE
Securities Industry Essentials Examination
Passed 3/31/2016
Series 31
Futures Managed Funds Examination
Passed 5/15/2013
Series 7
General Securities Representative Examination
Passed 8/9/2000
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 12/21/2011
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 11/14/2011

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Meridian Wealth Advisors, LLCCurrent
3/30/2016 – Austin, TX
Raymond James & Associates, Inc.
12/5/2008 – 3/31/2016Austin, TX
Merrill Lynch, Pierce, Fenner & Smith Incorporated
8/30/2000 – 12/10/2008Austin, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Meridian Wealth Advisors, LLC
    Dec 2015 – no end date reportedAustin, TX
  2. Meridian Wealth Advisors, LLC
    Apr 2016 – no end date reportedAustin, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Meridian Wealth Advisors, 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
  • Fixed fee
Estimated blended rate
0.01
Firm's annual rate schedule by assets
  • On the First $2,500,0001.00%
  • On the Next $2,500,0000.65%
  • On the Next $5,000,0000.60%
  • On the Next $10,000,0000.55%

+1 more tiers on the firm profile

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
1
Main office:
Austin, TX
SEC file number:
801-107344

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 30, 2026

View full firm profile

Other advisors at Meridian Wealth Advisors, LLC

8 other advisors in the directory

View Meridian Wealth Advisors, LLC firm profile

Similar advisors in Austin, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua L Galatzan 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Joshua L Galatzan (Meridian Wealth Advisors) | AdvisorFinder