Meredith Collins has been an investment adviser representative at Slwa since September 2025, and is not listed among the firm’s executive officers or direct owners.
Slwa, LLC is a San Luis Obispo, CA firm with $760M under management, 463 clients and 4 advisers in one office, as of its March 2026 filing.
Meredith Collins’ longest registration was 4 years at Cerro Pacific Wealth Advisors, LLC (2020–2025). Before joining Slwa in 2025, Meredith Collins was registered through Cerro Pacific Wealth Advisors, LLC and LPL Financial LLC.
- San Luis Wealth AdvisorsCurrent– present · 1 yearSan Luis Obispo, CA · Adviser representative · Firm CRD 309506
- Cerro Pacific Wealth Advisors, LLC– · 4 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 310825
- LPL Financial LLC– · 1 yearSan Luis Obispo, CA · Adviser representative · Firm CRD 6413
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearSan Luis Obispo, CA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Meredith Collins is registered as an investment adviser representative in California, since September 2025.
- CaliforniaSince 3 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 15 March 2024 |
| Series 66 | Uniform Combined State Law Examination | 6 December 2018 |
| SIE | Securities Industry Essentials Examination | 5 October 2018 |
| Series 7 | General Securities Representative Examination | 4 October 2018 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Meredith Karman Collins
- CRD
- 6268908
- Firm
- Slwa · CRD 309506
- Office
- 735 TANK FARM ROAD, SUITE 264, San Luis Obispo, CA 93401
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Meredith Collins work?
Meredith Collins is an investment adviser representative registered through Slwa, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Meredith Collins a financial advisor?
Yes. Meredith Collins has a current investment-adviser registration in California, through Slwa since September 2025.
How many years of experience does Meredith Collins have?
Meredith Collins has 7 years in the financial industry, since November 2018, across 4 adviser firms.
What exams has Meredith Collins passed?
Meredith Collins has passed 4 licensing exams: the Series 7, SIE, Series 66 and Series 7TO. The earliest, the Series 7, was passed in October 2018.
Where did Meredith Collins work before Slwa?
Before Slwa, Meredith Collins was registered through LPL Financial LLC, August 2019 to September 2020; Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2018 to July 2019.
Where is Meredith Collins based?
Meredith Collins’ registered office is in San Luis Obispo, CA.
Is Meredith Collins registered with FINRA?
No. Meredith Collins has no current broker registration.
How can I verify Meredith Collins’ record?
Search CRD 6268908 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Meredith Collins’ full registration record.