Investment adviser representative · Meridian Wealth Management, LLC
Vien N. Tran
CRD 6680442 · Lexington, KY
At a glance
Vien N. Tran is an investment adviser representative with Meridian Wealth Management, LLC in Lexington, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Vien’s SEC record dates to 2016, about 9 years ago.
Current advisory firms
- Meridian Wealth Management, LLCSince January 2026Lexington, KY · $5.0B in regulatory assets
- Sat Financial Advisors Inc.Since January 2026Tequesta, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- –
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Vien’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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