Investment adviser representative · United Capital Financial Advisors
Joshua R. Meziere
CRD 5418994 · Seattle, WA
At a glance
Joshua R. Meziere is an investment adviser representative with United Capital Financial Advisors in Seattle, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joshua’s SEC record dates to 2012, about 14 years ago.
Current advisory firm
- United Capital Financial AdvisorsSince April 2018Seattle, WA · $25B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joshua’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
- 2 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.
More at United Capital Financial Advisors
- Jason P. BremerSeattle · Chartered Financial Analyst
- Shari J. BurnsSeattle · Chartered Financial Analyst
- Catherine E. HumbertSeattle · Certified Financial Planner, Chartered Financial Analyst
- Ryan IngramSeattle · Certified Financial Planner, Chartered Financial Analyst
- Gary MitchellSeattle · Chartered Financial Analyst
- Adam T. NelsonSeattle · Certified Financial Planner, Chartered Financial Analyst
- Gregory A. Abell IIFort Lauderdale
- John P. AbriolaCarnegie
Every advisor at United Capital Financial Advisors →United Capital Financial Advisors: assets, clients and custodians →Financial advisors in Seattle, WA →Every United Capital Financial Advisors advisor in Seattle →Advisor Moves: who changed firms this week →