Geoffrey Harris Meyerson
Professional Summary
Geoffrey Harris Meyerson, who also goes by Geoff Meyerson, is a registered financial advisor currently at LOCUST WALK SECURITIES, LLC located in Boston, Massachusetts. Geoffrey is registered as a RR (Registered Representative) and started their career in finance in 2011. Geoffrey has worked at 1 firm and has passed the Series 63, Series 99TO, Series 87, Series 86, SIE, Series 79 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Geoff Meyerson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
LOCUST WALK SECURITIES, LLC | LWP ADVISORS, LLC
Contact Information
Main Address
420 Boylston Street Floor 6, Boston, MA 02116Mailing Address
420 Boylston Street Floor 6, Boston, MA 02116Phone Number
(617) 300-0161Established
Delaware since 12/14/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (7 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/6/2012)
(10/29/2025)
(12/21/2022)
(10/24/2011)
(9/27/2016)
(8/25/2015)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Nov 2022About the Series 87 examSeries 79 — Investment Banking Registered Representative Examination
Passed Apr 2011About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Geoffrey Harris Meyerson's CRS (Customer Relationship Summary).
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