Adviser and broker representative · Private Client Services, LLC
Beth A. Mengert
CRD 2133797 · Louisville, KY
At a glance
Beth A. Mengert is an investment adviser representative with Private Client Services, LLC in Louisville, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Beth’s SEC record dates to 2008, about 18 years ago. Beth is also registered as a broker representative.
Current advisory firm
- Private Client Services, LLCSince July 2022Louisville, KY · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Beth’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.