Matthew Myers, financial advisor Seattle WA
90 score

Matthew Myers

CRD Number: 5611670
Current Firm: Advice And Planning Services

Matthew Myers (CRD# 5611670) is an Investment Advisor Representative working at Advice And Planning Services in Seattle, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Seattle, WA Nov 2012 - Current 4
Tiaa Seattle, WA Nov 2012 - Current 4
Pnc Bank Pittsburgh, PA Sep 2011 - Nov 2012 1
Pnc Investments Pittsburgh, PA Sep 2011 - Nov 2012 1
Wells Fargo Advisors Financial Network LLC Columbus, OH Aug 2009 - Sep 2011 2
Ohio Irish - Mcfaddens Saloon Columbus, OH Aug 2009 - Dec 2010 1
The Ohio State University Columbus, OH Sep 2004 - Dec 2010 6
Ubs Financial Columbus, OH Sep 2008 - Dec 2008 < 1
Arlington Cafe Upper Arlington, OH Sep 2008 - Nov 2008 < 1
Funny Bone Comedy Club Columbus, OH Nov 2007 - Aug 2008 < 1
Rainbow Hot Tubs & Spas Columbus, OH Aug 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Matthew S. Myers
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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
90
Clean Record
This advisor has a clean track record with regulators.

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