Meyer Gates Financial Advisors, Inc.

Meyer Gates Financial Advisors, Inc. (CRD# 125046) is a financial advisory firm headquartered in West Chester, OH. They manage $141,996,886 in 413 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9078 Union Centre Blvd., Suite 350, West Chester, OH 45069
https://www.meyergates.com
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    413
    ACCOUNTS
  • Average Account Value
    $343,818
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TN

Financial Advisors at Meyer Gates Financial Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Joseph Gates, financial advisor West Chester OH
Joseph W. Gates
CRD#: 7030280
9100 West Chester Towne Centre Drive, West Chester, OH 45069

Joseph Gates (CRD# 7030280) is an Investment Advisor Representative working at Meyer Gates Financial Advisors, Inc. in West Chester, OH and has over 5 years of experience in the finance industry.

2
Robert Hanseman, financial advisor West Chester OH
Robert G. Hanseman
CRD#: 6018977
9078 Union Centre Blvd., Suite 350, West Chester, OH 45069

Robert Hanseman (CRD# 6018977) is an Investment Advisor Representative working at Meyer Gates Financial Advisors, Inc. in West Chester, OH and has over 11 years of experience in the finance industry.

3
Douglas Meyer, financial advisor West Chester OH
Douglas M. Meyer
CRD#: 6606839
9078 Union Centre Blvd., Suite 350, West Chester, OH 45069

Douglas Meyer (CRD# 6606839) is an Investment Advisor Representative working at Meyer Gates Financial Advisors, Inc. in West Chester, OH and has over 8 years of experience in the finance industry.

4
Michael Moloney, financial advisor
Michael P. Moloney
CRD#: 4627954
,

Michael Moloney (CRD# 4627954) is an Investment Advisor Representative working at Meyer Gates Financial Advisors, Inc. in , and has over 21 years of experience in the finance industry.

5
Simon Wadsworth, financial advisor West Chester OH
Simon R. Wadsworth
CRD#: 5981240
9078 Union Centre Blvd., Suite 350, West Chester, OH 45069

Simon Wadsworth (CRD# 5981240) is an Investment Advisor Representative working at Meyer Gates Financial Advisors, Inc. in West Chester, OH and has over 12 years of experience in the finance industry.

6
Edward Wiley, financial advisor West Chester OH
Edward G. Wiley
CRD#: 4350331
9078 Union Centre Blvd., Suite 350, West Chester, OH 45069

Edward Wiley (CRD# 4350331) is an Investment Advisor Representative working at Meyer Gates Financial Advisors, Inc. in West Chester, OH and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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