Gretchen Meyer, financial advisor Latham NY
89 score

Gretchen Meyer

CRD Number: 6187216
Current Firm: Invest Financial Corporation

Gretchen Meyer (CRD# 6187216) is an Investment Advisor Representative working at Invest Financial Corporation in Latham, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corp. Tampa, FL Jul 2014 - Current 2
Axa Advisors LLC New York, NY May 2013 - Jun 2014 1
Unemployed Rensselaer, NY Feb 2013 - May 2013 < 1
Tervis Tumbler New York, NY Jun 2012 - Feb 2013 < 1
Kurt Salmon New York, NY May 2011 - Jun 2012 1
National Football League New York, NY Nov 2007 - May 2011 3
Nfl Films Mt. Laurel, NJ Aug 2005 - Nov 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Gretchen A. Meyer
Phone Number: (813) 880-5300
Registered State(s):
  • CO
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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