Principal Securities
46yrs
Top advisor by experience at Principal Securities
10yrs
Matthew Meyer
Financial advisor at Merrill
Matthew Meyer has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Westlake, Ohio. Matthew has been with Merrill since 2017. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 343 advisors with offices in Westlake, and one of 284 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office159 Crocker Park Blvd, Westlake, OH 44145
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowMerrillCurrent firm
Contact Matthew
159 Crocker Park BlvdWestlake, OH 44145Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Merrill at (800) 637-7455 and ask for Matthew Meyer. Matthew works from the Westlake, OH office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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