Matthew Joseph Meyer

Employer firm

Stratos Wealth Partners, Ltd CRD 153184

$18.6B regulatory AUM 376 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → Present
  Lpl Financial Llc
  Centerville, OH
• 10/2015 → Present
  Stratos Wealth Partners, Ltd.
  Centerville, OH

Previous Registrations

• 2011-07-25 → 2015-11-04
  Pruco Securities, Llc.
  Centerville, OH
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

1. 10/29/2015 - Stratos Wealth Partners - INV REL - 60 S Main Street Centerville, OH 45458 - DBA for LPL Business (entity for LPL business) - START 12/1/2015 - 100% TIEM SPENT - RIA 2. 10/29/2015 - Rental Property - INV REL - 64 Green Street Dayton, OH 45402 - Real Estate Rental - START 05/30/2014 - 10% TIME SPENT - owner 3. 10/29/2015 - Columbia Financial, Inc - INV REL - 60 S Main Street - START 10/01/2011 - 100% TIME SPENT - DBA for LPL Business (entity for LPL business) 4. 10/29/2015 - Columbia Financial, Inc - INV REL - 60 S main Street Centerville, OH 45458 - Non-Variable Insurance Trails Only - Trails only 5. 10/29/2015 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 6. 11/24/2015 - Stratos Wealth Partners, Ltd. - INV REL - 60 S Main Street Centerville, OH 45458 - Registered Investment Advisor DBA - DBA: (Hybrid) Columbia Financial, Inc - START 12/1/2015 - 100% TIME SPENT - IAR 7. 11/24/2015 - Stratos Wealth Partners, Ltd. - INV REL - 60 S Main Street Centerville, OH 45458 - Registered Investment Advisor Hybrid - START 12/1/2015 - 100% TIME SPENT - IAR 8. 09/08/2016 - JKS Capital LLC - INV REL - 60 S. Main St. Centerville, OH 45458 - Business Entity For Tax/Investment Purposes Only - START 01/01/2012 - 5 Hr/Mo; 1 Hour(s) During Securities Trading. 9. 7/17/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 02/28/2017 - 5 Hours Per Month/0 Hours During Securities Trading. 9. 07/18/2024 - Columbia Financial Investments, LLC - Real Estate Rental - Investment Related - Centerville, OH 45458 - Start Date 05/29/2024 - 0 Hours Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-05
• S63 Uniform Securities Agent State Law Examination
  2010-08-05