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Detailed Report
MATHEW E MESERVY
MATHEW MESERVY
CRD#: 4763595
IA
Investment Adviser
B
Broker
STRATOS WEALTH PARTNERS, LTDCRD#: 153184 3165 E. Millrock Drive, Suite 100
Holladay, UT 84121
LPL FINANCIAL LLCCRD#: 6413 3165 E. MILLROCK DR STE 100
HOLLADAY, UT 84121
Registration History
200620082010201220142016201820202022202420262 FIRMS2011 - 2022 (11 years)2 FIRMS2022 - Present (3 years)BWELLS FARGO INVESTMENTS, LLC (CRD# 10582)2005 - 2011 (5 years)
License(s)

State Registrations

IA
Texas 2/16/2022
IA
Utah 2/16/2022
B
Utah 2/15/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
STRATOS WEALTH PARTNERS, LTD (CRD#:153184)
3165 E. Millrock Drive, Suite 100, Holladay, UT 84121
Registered with this firm since 2/16/2022
B
LPL FINANCIAL LLC (CRD#:6413)
3165 E. MILLROCK DR STE 100, HOLLADAY, UT 84121
Registered with this firm since 2/15/2022
Previous Registration(s)
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IA
 04/25/2011 - 02/24/2022 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) SALT LAKE CITY, UT
B
 01/03/2011 - 02/24/2022 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) SALT LAKE CITY, UT
B
 03/21/2005 - 01/03/2011 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) WEST JORDAN, UT
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.