Unclaimed Profile

Matthew Gordon Meister

TMFS-DAYTON, LLC·DAYTON, Ohio

Series 7, Series 66Clean record18 years registeredTMFS-DAYTON, LLC

4412 INDIAN RIPPLE RD., DAYTON, OH 45440CRD# 5315534Firm CRD# 144710

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Gordon Meister · DAYTON, OH

Registration

CRD #5315534 · TMFS-DAYTON, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TMFS-DAYTON, LLC

FINANCIAL ENGINES ADVISORS L.L.C.

Nov 2016 – Aug 2023

DAYTON, OH

FINANCIAL ENGINES ADVISOR CENTER, LLC

Jul 2014 – Nov 2016

DAYTON, OH

THE MUTUAL FUND STORE

Jan 2008 – Jul 2014

DAYTON, OH

EDWARD JONES

Sep 2007 – Dec 2007

BEAVERCREEK, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 7, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TMFS-DAYTON, LLC

CRD 144710 · SEC 801-70677

AUM

$55M

Regulatory assets under management

Employees

737 client accounts

Services offered by TMFS-DAYTON, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TMFS-DAYTON, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Gordon Meister offer?

Matthew Gordon Meister specializes in Financial Planning, Investment Management, Wealth Management.

What are Matthew Gordon Meister's credentials?

Matthew Gordon Meister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Gordon Meister located?

Matthew Gordon Meister is based in DAYTON, Ohio, last registered with TMFS-DAYTON, LLC.

How does Matthew Gordon Meister charge for services?

Matthew Gordon Meister's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TMFS-DAYTON, LLC?

TMFS-DAYTON, LLC has approximately 1 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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