Sreenivas Meka

LAKELAND WEALTH MANAGEMENT LLC

Memphis, TN 38120

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CRD#: 6433808

Professional summary

Sreenivas Meka, CFA, CFP®, who also goes by Sreeni Meka, is a registered financial advisor currently at LAKELAND WEALTH MANAGEMENT LLC located in Memphis, Tennessee.

Sreenivas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Sreenivas has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sreeni Meka

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Adjunct Professor at University of Memphis; Approximately 5% of time; 0 hours during securities trading Magvolia LLC, Holder of Real Estate Assets, Passive Investor; Approximately 1% of time; 0 HOURS DURING SECURITIES TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sreenivas Meka's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

February 11, 2015 - Present

LAKELAND WEALTH MANAGEMENT LLC

Office #1: 1707 Kirby Parkway Suite 100, Memphis, TN 38120

RIA

CRD#: 173831

Memphis, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(2/11/2015)

IAR

Texas
(3/26/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/2014

Uniform Investment Adviser Law Examination

Current Firm

LAKELAND WEALTH MANAGEMENT LLC

CRD#: 173831 / SEC#:

Tennessee

Registered Investment Advisory firm - (2/4/2015 Approved)

Texas

Registered Investment Advisory firm - (3/26/2015 Approved)

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Contact information

Main Address

1707 Kirby Parkway Suite 100, Memphis, TN 38120

Mailing Address

Phone number

(901) 347-2725

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 36,156,180

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sreenivas Meka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sreenivas Meka's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAKELAND WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2014

Current Firm

LAKELAND WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LAKELAND WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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