Sergio Villa Ortiz
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Meridian Wealth Management, LLCSep 2023 to now
- Goldman Sachs Personal Financial ManagementJun 2022 to Sep 2023
- Northwestern Mutual Wealth Management CompanySep 2021 to Jun 2022
- Tyler ChathamSep 2021 to Jun 2022
- Northwestern Mutual Investment Services LLCMay 2020 to Jun 2022
- Northwestern Mutual Life Insurance CompanyJan 2020 to Aug 2021
- Northrop GrummanAug 2017 to Dec 2019
- Primerica Financial ServicesJun 2017 to Dec 2019
- Raytheon Missile SystemsJun 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 4 states (AZ, HI, OR, PA).
Meridian Wealth Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7191295
- 151523