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Edward Roy Meziere

Strata Wealth Advisors, LLC

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About Edward Roy Meziere

Edward Roy Meziere is a financial advisor registered with Strata Wealth Advisors, LLC in Dallas, Texas. Edward is also a Certified Financial Planner. Edward has been in the financial industry since 1999 and has experience working with Lincoln Financial Advisors Corporation and AXA Advisors, LLC. Edward's primary focus is working with high-net-worth individuals and helping them achieve their financial goals.

Firm Information

Edward Meziere is currently registered with Strata Wealth Advisors, LLC. Strata Wealth Advisors, LLC is a registered investment advisor based in Dallas, Texas. They manage approximately $795.49 million in assets for 1,065 clients, primarily high-net-worth individuals and individuals other than high-net-worth. They offer financial planning, pension consulting, and portfolio management services for individuals.
Strata Wealth Advisors, LLC

8750 N. CENTRAL EXPRESSWAY

DALLAS, TX 75231

$795.49M

Assets Under Management

1

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Meziere’s Registration & Firm History

TX

10/24/2017 - Present

Strata Wealth Advisors, LLC (Dallas TX)

TX

02/25/2002 - 11/10/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (ADDISON TX)

IN

02/25/2002 - 04/06/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NY

09/24/1999 - 03/22/2002

AXA ADVISORS, LLC (NEW YORK NY)

NY

09/24/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/28/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Roy Meziere.
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