Edward R. Meziere
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Edward Roy Meziere, CFP®, who also goes by Ed Meziere, was a registered financial professional .
Edward is a previously registered financial professional and started their career in finance in 1999. Edward had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2012
Experience
October 24, 2017 - January 23, 2025
STRATA WEALTH ADVISORS, LLC
February 25, 2002 - November 10, 2017
OSAIC FA, INC.
February 25, 2002 - April 6, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
February 25, 2002 - November 10, 2017
OSAIC FA, INC.
September 24, 1999 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
September 24, 1999 - March 22, 2002
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
STRATA WEALTH ADVISORS, LLC
CRD#: 285973 / SEC#: 801-110369
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STRATA WEALTH ADVISORS, LLC
CRD#: 285973 / SEC#: 801-110369
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,133 |
| AUM (Assets Under Management) | $ 927,332,469 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
