AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SM

Samantha Meyer

MASUS FINANCIAL GROUP, LTD.
Batavia, IL 60510-2390
Some features on this profile are disabled
CRD#: 7360886
SM

Professional summary

Samantha Meyer, who also goes by Samantha Roper, is a registered financial advisor currently at MASUS FINANCIAL GROUP, LTD. located in Batavia, Illinois and LPL FINANCIAL LLC located in Batavia, Illinois.

Samantha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Samantha has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Samantha Roper

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Meyer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 18, 2026 - Present

MASUS FINANCIAL GROUP, LTD.

Office #1: 515 N. River Street Suite 100, Batavia, IL 60510-2390
RIA
CRD#: 174339
Batavia, IL
Current

January 5, 2026 - Present

LPL FINANCIAL LLC

Office #1: 515 N River St Ste 100, Batavia, IL 60510-2390
RIA
BD
CRD#: 6413
Batavia, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MASUS FINANCIAL GROUP, LTD.
MASUS FINANCIAL GROUP, LTD.

CRD#: 174339 / SEC#: 801-101531

RIA
Registered Investment Advisory firm - (7/28/2015 Approved)
Texas
Registered Investment Advisory firm - (5/9/2016 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(5/1/2026)
IAR
Illinois
(5/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/30/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/5/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/31/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MF
MASUS FINANCIAL GROUP, LTD.
MASUS FINANCIAL GROUP, LTD.

CRD#: 174339 / SEC#: 801-101531

RIA
Registered Investment Advisory firm - (7/28/2015 Approved)
Texas
Registered Investment Advisory firm - (5/9/2016 Terminated)
Loading...

Contact information

Main Address
515 N. River Street Suite 100, Batavia, IL 60510-2390
Mailing Address
Phone number
(630) 879-8464
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MASUS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/13/2026)

Regulatory assets under management

Total Number of Accounts606
AUM (Assets Under Management)$ 190,630,230

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.

Company Information

MASUS FINANCIAL GROUP, LTD.

CRD#: 174339Batavia, IL 60510-2390

TRUST BUT VERIFY

Monitor Samantha Meyer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

FC
Flavia CardozoAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Naperville, IL
Justin John Dagostino
Justin DagostinoAdvisorCheck Check Mark
VERTEX PARTNERS
IAR
RR
Downers Grove, IL
JF
James FlanaganAdvisorCheck Check Mark
INDEPENDENT FINANCIAL GROUP, LLC
IAR
RR
Downers Grove, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.