Robert Meyers, financial advisor Kiawah Island SC
58 score

Robert Meyers

CRD Number: 1409245
Current Firm: Meyers Wealth Management, LLC

Robert Meyers (CRD# 1409245) is an Investment Advisor Representative working at Meyers Wealth Management, LLC in Kiawah Island, SC and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Meyers Wealth Management, LLC Columbus, OH Sep 2017 - Current < 1
Wells Fargo Clearing Services, LLC Columbus, OH Nov 2016 - Oct 2017 < 1
Wells Fargo Advisors LLC Columbus, OH May 2009 - Nov 2016 7
Wachovia Securities, LLC Columbus, OH Jul 2006 - May 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination May 1993
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert D. Meyers
Phone Number: 614-442-6787
Registered State(s):
  • OH
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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