Matthew
Meyer

Stratos Wealth Partners, LTD

CRD#5808853
Investment Advisor
in Dayton, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Meyer is a financial advisor based in Dayton, Ohio, working with Stratos Wealth Partners, LTD. Matthew has previously held positions at The Prudential Insurance Company Of America, Pruco Securities, LLC, Lpl Financial LLC, and Stratos Wealth Partners, LTD. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Ohio, and Texas. Currently, Matthew is part of Stratos Wealth Partners, LTD, which operates out of Dayton, Ohio. The firm has 101 offices and 562 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stratos Wealth Partners, LTD includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

55 S Main St
Dayton, OH 45458

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

OH Average: $2,106,341,625
Total Number of Employees

562

OH Average: 34
Total Number of Accounts

37,396

OH Average: 1,972
Average Account Size

$335,150

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Matthew Meyer Work History

2015 - Present (9 years)

Lpl Financial LLC

2015 - Present (9 years)

Stratos Wealth Partners, LTD

2010 - 2015 (5 years)

The Prudential Insurance Company Of America

2010 - 2015 (5 years)

Pruco Securities, LLC

Disclosures

Please visit the SEC profile of Matthew Meyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stratos Wealth Partners, LTD

Kendra Bullock
Norfolk, VA
Mark Ventura
Beachwood, OH
Matthew Traywick
Gallipolis, OH
Latisha Blanchard
Baton Rouge, LA
Andrew Stall
Harvey, LA
Tonette Echols
Scottsdale, AZ
Frank Van Kirk
Gulfport, MS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started