Thomas Zebroski has been Managing Member/Chief Operating Officer of Meridian Wealth Management since November 2016, is a control person of the firm and directly owns between 50% and 75% of it. Thomas Zebroski holds a Bachelor of Arts in Business Administration, concentrations in finance and accounting from the University of Washington.
Meridian Wealth Management, LLC is a firm with $118M under management, 71 clients and 4 advisers across 2 offices, as of its February 2026 filing.
Thomas Zebroski is Managing Partner & Financial Consultant of Meridian Wealth Management, which he co-founded. Before establishing the firm, he spent 8 years as a Vice President at Charles Schwab and earlier worked as a financial consultant at A.G. Edwards & Sons. He was Founding Director of the Personal Financial Planning program at Central Washington University in Ellensburg, Washington, from 2017 to 2021.
Thomas Zebroski’s longest registration is the current one, 9 years at Meridian Wealth Management since 2016. Before joining Meridian Wealth Management in 2016, Thomas Zebroski was registered through Columbia River Advisors and Charles Schwab & Co., Inc.
- Meridian Wealth ManagementCurrent– present · 9 yearsGig Harbor, WA · Adviser representative · Firm CRD 285853
- Columbia River Advisors– · 2 yearsBellevue, WA · Adviser representative · Firm CRD 154571
- Charles Schwab & Co., Inc.– · 6 yearsBellevue, WA · Adviser representative · Firm CRD 5393
- A. G. Edwards & Sons, Inc.– · under a yearSeattle, WA · Adviser representative · Firm CRD 4
Professional designations
Listed by Meridian Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
Thomas Zebroski is registered as an investment adviser representative in 2 states. The first approvals date from December 2016; the most recent is Oregon, in March 2017.
- OregonSince 28 March 2017
- WashingtonSince 5 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 July 2006 |
| Series 7 | General Securities Representative Examination | 11 July 2006 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas Edward Zebroski
- CRD
- 5146523
- Firm
- Meridian Wealth Management · CRD 285853
- Role
- Managing Member/Chief Operating Officer
- Office
- Gig Harbor, WA
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- meridianwealthmgmt.com
Where does Thomas Zebroski work?
Thomas Zebroski has been Managing Member/Chief Operating Officer of Meridian Wealth Management, LLC since November 2016, and is a control person of the firm.
Is Thomas Zebroski a financial advisor?
Yes. Thomas Zebroski has a current investment-adviser registration in Oregon and Washington, through Meridian Wealth Management since December 2016.
How many years of experience does Thomas Zebroski have?
Thomas Zebroski has 19 years in the financial industry, since March 2007, across 4 adviser firms.
What exams has Thomas Zebroski passed?
Thomas Zebroski has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2006.
Where did Thomas Zebroski work before Meridian Wealth Management?
Before Meridian Wealth Management, Thomas Zebroski was registered through Charles Schwab & Co., Inc., August 2007 to January 2014; A. G. Edwards & Sons, Inc., July 2006 to July 2007.
Where is Thomas Zebroski based?
Thomas Zebroski’s registered office is in Gig Harbor, WA.
Is Thomas Zebroski registered with FINRA?
No. Thomas Zebroski has no current broker registration.
Is Thomas Zebroski a CFP?
Meridian Wealth Management lists Thomas Zebroski with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Thomas Zebroski’s record?
Search CRD 5146523 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Zebroski’s full registration record.
