Mathew R Meyer

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-17
TX	RA	APPROVED	2026-06-16

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	07/2022	07/2024
Buffalos Cafe	Woodstock	GA	02/2019	06/2021
Georgia College Learning Center	Milledgeville	GA	01/2021	05/2023
Sequoyah High School	Canton	GA	08/2015	05/2019
Georgia College & State University	Milledgeville	GA	08/2019	05/2023
Morgan Stanley	Tampa	FL	06/2026	Present
Archdiocese Of Atlanta	Atlanta	GA	07/2024	05/2026

07/2022 → 07/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
02/2019 → 06/2021

Buffalos Cafe

Woodstock, GA
01/2021 → 05/2023

Georgia College Learning Center

Milledgeville, GA
08/2015 → 05/2019

Sequoyah High School

Canton, GA
08/2019 → 05/2023

Georgia College & State University

Milledgeville, GA
06/2026 → Present

Morgan Stanley

Tampa, FL
07/2024 → 05/2026

Archdiocese Of Atlanta

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-22