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RIA / WealthAdvisor12 years in industry

NATHAN Edward MEEK

Advisor at CERITY PARTNERS LLC

WHEATON, IL | NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0707615e-a3fb-ab49-46bc-3aacf9fcfe48

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 1, 2024 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CERITY PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 29, 2024
First registration: Aug 1, 2024
Dual registered: no
Other names: NATHAN MEEK
IAPD individual key: 7931337

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CERITY PARTNERS LLC	Independent wealth	Mar 5, 2026	n/a	yes	WHEATON, IL\|NEW YORK, NY	Current employment
EDGE FINANCIAL ADVISORS, LLC	Former SEC adviser	Feb 5, 2026	Mar 23, 2026	no	WHEATON, IL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Feb 12, 2026	no	WHEATON, IL\|OAK BROOK, IL\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 1, 2024	Mar 31, 2025	no	OAK BROOK, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDGE FINANCIAL ADVISORS, LLC	CERITY PARTNERS LLC	Mar 23, 2026	Mar 5, 2026	-18	Firm change	RIA to RIA
STRATEGIC ADVISERS LLC	EDGE FINANCIAL ADVISORS, LLC	Feb 12, 2026	Feb 5, 2026	-7	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
136426:151559:IL:2026-03-23	Mar 23, 2026	Mar 5, 2026	WHEATON, IL	Firm change

Relationships

Registered with (4)

→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
Mar 5, 2026 to presentfactForm ADV
→ EDGE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 5, 2026 to Mar 23, 2026factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Feb 12, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 1, 2024 to Mar 31, 2025factForm ADV

Dated events

Occurred
Mar 23, 2026
Advisor changed firm
Nathan Edward Meek left Edge Financial Advisors, Llc for Cerity Partners Llc (registered 2026-03-05)
Form ADVobserved 5 days ago
Occurred
Feb 12, 2026
Advisor changed firm
Nathan Edward Meek left Strategic Advisers Llc for Edge Financial Advisors, Llc (registered 2026-02-05)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0707615e-a3fb-ab49-46bc-3aacf9fcfe48
First observed: Aug 1, 2024
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NATHAN Edward MEEK

Advisor at CERITY PARTNERS LLC

WHEATON, IL | NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0707615e-a3fb-ab49-46bc-3aacf9fcfe48

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CERITY PARTNERS LLC

Independent wealth

Mar 5, 2026

n/a

yes

WHEATON, IL|NEW YORK, NY

Current employment

EDGE FINANCIAL ADVISORS, LLC

Former SEC adviser

Feb 5, 2026

Mar 23, 2026

WHEATON, IL

Previous registration

STRATEGIC ADVISERS LLC

National bd RIA

Mar 31, 2025

Feb 12, 2026

WHEATON, IL|OAK BROOK, IL|BOSTON, MA

Previous registration

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Former SEC adviser

Aug 1, 2024

Mar 31, 2025

OAK BROOK, IL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

EDGE FINANCIAL ADVISORS, LLC

CERITY PARTNERS LLC

Mar 23, 2026

Mar 5, 2026

-18

Firm change

RIA to RIA

STRATEGIC ADVISERS LLC

EDGE FINANCIAL ADVISORS, LLC

Feb 12, 2026

Feb 5, 2026

-7

Firm change

Ibd to RIA

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

Mar 31, 2025

Bulk transfer

Ibd to ibd

Team

Left

Joined

From

Kind

136426:151559:IL:2026-03-23

Mar 23, 2026

Mar 5, 2026

WHEATON, IL

Firm change