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Inactive

Matthew James Mcgervey

Mariner

Columbus, OH

Canton, OH

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-10
OH RA APPROVED 2023-01-04
  • TX RA
    APPROVED
    Since 2025-12-10
  • OH RA
    APPROVED
    Since 2023-01-04

Branch Locations

2074 Arlington Avenue, Columbus, OH 43221 • United States

4001 Whipple Ave Nw #202, Canton, OH 44718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Carroll University University Heights OH 08/2016 05/2017
Paragon Advisors, Inc Shaker Heights OH 06/2017 07/2018
Mcgervey Wealth Management, Llc Canton OH 07/2018 12/2022
Mariner Wealth Advisors Canton OH 12/2022 Present
  • 08/2016 → 05/2017
    John Carroll University
    University Heights, OH
  • 06/2017 → 07/2018
    Paragon Advisors, Inc
    Shaker Heights, OH
  • 07/2018 → 12/2022
    Mcgervey Wealth Management, Llc
    Canton, OH
  • 12/2022 → Present
    Mariner Wealth Advisors
    Canton, OH
Previous Registrations
  • 2018-08-20 → 2023-01-02
    Mcgervey Wealth Management, Llc
    Canton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-17
  • S65 Uniform Investment Adviser Law Examination
    2018-08-17
Designations

View on SEC IAPD

Other Firms

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ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

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CARL DAVID WEISE
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DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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