Robert Meyer, financial advisor Holmdel NJ

Robert Meyer

CRD Number: 3074785
Current Firm: Monmouth Advisory Services, LLC

Robert Meyer (CRD# 3074785) is an Investment Advisor Representative working at Monmouth Advisory Services, LLC in Holmdel, NJ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Monmouth Advisory Services, LLC Red Bank, NJ Jul 2018 - Current 3
Monmouth Capital Management, LLC Red Bank, NJ Aug 2017 - Current 4
Monmouth Capital Holdings, LLC Red Bank, NJ Aug 2017 - Current 4
Monmouth Administrative Services, LLC Red Bank, NJ May 2017 - Current 4
Woodstock Financial Group, Inc. Woodstock, GA Nov 2013 - Apr 2017 3
Chelsea Financial Services Staten Island, NY Jul 2009 - Nov 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S65 NASAA Investment Advisors Law Examination Jan 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert S. Meyer
Phone Number: 732-702-5337
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $388,861
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NJ

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