Alex Meintel has been an investment adviser representative at Live Oak Management Group since September 2026, and is not listed among the firm’s executive officers or direct owners.
Live Oak Management Group, LLC is a Bluffton, SC firm with $126M under management, 181 clients and 4 advisers in one office, as of its September 2026 filing.
Alex Meintel’s longest registration was 4 years at Dividend Assets Capital, LLC (2021–2026). Before joining Live Oak Management Group in 2026, Alex Meintel was registered through Dividend Assets Capital, LLC.
- Tidal Creek Capital AdvisorsCurrent– present · under a yearBluffton, SC · Adviser representative · Firm CRD 287840
- Dividend Assets Capital, LLC– · 4 yearsRidgeland, SC · Adviser representative · Firm CRD 129973
Investment adviser representative registrations
Alex Meintel is registered as an investment adviser representative in South Carolina, since September 2026.
- South CarolinaSince 2 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 28 March 2024 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 28 March 2024 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 28 March 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 November 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 2 July 2009 |
| Series 7 | General Securities Representative Examination | 2 June 2009 |
- Name
- General Securities Representative Examination
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alex Charles Meintel
- CRD
- 5671568
- Firm
- Live Oak Management Group · CRD 287840
- Office
- 18 PALMETTO WAY, SUITE B, Bluffton, SC 29910
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Alex Meintel work?
Alex Meintel is an investment adviser representative registered through Live Oak Management Group, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Alex Meintel a financial advisor?
Yes. Alex Meintel has a current investment-adviser registration in South Carolina, through Live Oak Management Group since September 2026.
How many years of experience does Alex Meintel have?
Alex Meintel has 17 years in the financial industry, since August 2009, across 2 adviser firms.
What exams has Alex Meintel passed?
Alex Meintel has passed 6 licensing exams: the Series 7, Series 63, Series 65, Series 7TO, Series 86 and Series 87. The earliest, the Series 7, was passed in June 2009. FINRA credited Alex Meintel with the SIE, which began in October 2018.
Where did Alex Meintel work before Live Oak Management Group?
Before Live Oak Management Group, Alex Meintel was registered through Dividend Assets Capital, LLC, November 2021 to September 2026.
Where is Alex Meintel based?
Alex Meintel’s registered office is in Bluffton, SC.
Is Alex Meintel registered with FINRA?
No. Alex Meintel has no current broker registration.
How can I verify Alex Meintel’s record?
Search CRD 5671568 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex Meintel’s full registration record.
