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Mathew E Meservy

Stratos Wealth Partners, Ltd.

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About Mathew E Meservy

Mathew Meservy is a financial advisor who has been in the industry since 2005. Mathew is currently registered with Stratos Wealth Partners, Ltd. Mathew's registration history includes Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Mathew has passed the Series 7, Series 63, Series 66, and SIE exams. Mathew holds active licenses in Texas and Utah.

Firm Information

Mathew Meservy is currently registered with Stratos Wealth Partners, Ltd.. Stratos Wealth Partners, Ltd. is a wealth management firm headquartered in Beachwood, Ohio, with a nationwide presence. They provide financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, insurance companies, and other financial institutions. The firm manages over $12 billion in assets for 37,396 clients.
Stratos Wealth Partners, Ltd.

3750 PARK EAST DR

BEACHWOOD, OH 44122

$12.53B

Assets Under Management

173

Total Clients

285

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Percentage of assets under management with third party managers

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Mathew Meservy’s Registration & Firm History

UT

02/16/2022 - Present

Stratos Wealth Partners, Ltd. (Holladay UT)

UT

01/03/2011 - 02/24/2022

WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)

UT

03/21/2005 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (WEST JORDAN UT)

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Licenses & Designations

BOTH

Issued 04/19/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mathew E Meservy.
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