Nicholas R Meyer
Investment adviser representative at Stratos Wealth Partners, Ltd
10 yearsExperience
1 stateRegistered in
$18.6BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Stratos Wealth Partners, LtdJul 2024 to now
- LPL Financial LLCMar 2024 to now
- UnemployedJan 2024 to Mar 2024
- Northwestern Mutual Investment Services LLCJul 2020 to Jan 2024
- John ErtzJan 2020 to Jan 2024
- Northwestern Mutual Life Insurance CompanyMay 2019 to Jan 2020
- Heidelberg UniversityAug 2018 to May 2019
- Jurus Plaster & StuccoMay 2018 to Aug 2018
- Heidelberg UniversityAug 2017 to May 2018
- Tavern 6May 2017 to Aug 2017
- Heidelberg UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Stratos Wealth Partners, Ltd
$18.6BAssets managed
25,391Clients
379Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7121838
- Firm CRD
- 153184