David Meyers, financial advisor Los Altos CA
104 score

David Meyers

CRD Number: 3202058
Current Firm: Meyers Wealth Management
Compensation Model: Fee Only

David Meyers (CRD# 3202058) is an Investment Advisor Representative working at Meyers Wealth Management in Palo Alto, CA and has over 23 years of experience in the finance industry.

 

David started in the Arbitrage Group at Salomon Brothers in New York in 1993 and spent several years modeling complex structured fixed-income products, particularly focusing on mortgage-backed securities and the prepayment models.  After that, he served at various roles at a hedge fund and two institutional money management firms modeling securities and portfolios and focusing especially on risk management and quantitative measurement of security and portfolio performance.

 

In 2008, he established Meyers Wealth Management as a fee-only planning firm dedicated to offering unbiased financial planning advice to everybody, primarily on an hourly basis at first, but later expanded to include retainer services and asset management services.  In 2009, moved from Massachusetts to Palo Alto, California.

 

David is a CFP(r) certificant, and a member of NAPFA and the XY Planning Network.  He's served as a Subject Matter Expert with the CFP Board, as a volunteer with the IRS's VITA/TCE program assisting people with their taxes, and regularly volunteers with the FPA's Financial Planning Days.

 

Meyers Wealth Management is dedicated to the idea that financial planning services should be available to everyone, and as such, we have no minimum of assets, nor any requirement that clients turn assets over to us for management.  David's original idea of hourly and project-based planning services remains a key element of our practice.

CONTACT
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Professional Designations
Company Name Location Dates Years
Fortis Investments Boston, MA Oct 2006 - Feb 2008 1
Invesco Boston, MA Jan 1999 - Sep 2006 7
Salomon Brothers New York City, NY Jan 1994 - Feb 1998 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for David S. Meyers
Phone Number: (800) 993-2994
Advisor Website: http://www.MeyersMoney.com
Firm Website: http://meyersmoney.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $1,225,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

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BADGES
104
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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