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Matthew Meyer

26 Years of Experience
Broker

Matthew Meyer is a registered investment advisor, based in Lake Mary, FL, with 26 years of industry experience.

Location

300 Primera Blvd., Suite 200, Lake Mary, FL, 32746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is involved in several business activities, including META Partners, LLC and TAME Investment Holdings, LLC, both focused on real estate acquisitions, sales, development, and rentals. He also provides private lending to small businesses and owns Moore Space, LLC, a concierge storage business; each of these activities requires a few hours per week.

Employment History
Current Registrations
Ascensus Broker Dealer Services, LLC
August 2023 - Present · 2 yrs 8 mos
Ascensus Broker Dealer Services, LLCBroker
August 2023 - Present · 2 yrs 8 mos
Newport Group Consulting, LLC
April 2017 - Present · 9 yrs
Previous Registrations
Nyhart Consulting, LLC
October 2024 - December 2025 · 1 yr 2 mos
Newport Group Securities, INC.
July 2008 - September 2023 · 15 yrs 2 mos
Newport Group Securities, INC.Broker
June 2008 - August 2023 · 15 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2008 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2008 · 1 yr 2 mos
Morgan Stanley
May 2005 - April 2007 · 1 yr 11 mos
Morgan Stanley Dw INC.Broker
May 2005 - April 2007 · 1 yr 11 mos
Charles Schwab & CO., INC.
April 2003 - November 2004 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
April 1999 - November 2004 · 5 yrs 7 mos
Dean Witter Reynolds INC.Broker
August 1998 - January 1999 · 5 mos
State Registrations2 states
FLMA
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Matthew Meyer - Financial Advisor | TrueAdvisor