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Douglas E. Myers

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CRD#: 1222302
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Douglas Everett Myers was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1984. Douglas had worked at 10 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55, Series 3, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 30, 2018 - October 3, 2024

FINTRUST CAPITAL ADVISORS, LLC

RIA
CRD#: 145460
Alpharetta, GA
Past

January 20, 2016 - March 29, 2018

FINTRUST INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 139887
Alpharetta, GA
Past

October 20, 2015 - October 3, 2024

FINTRUST BROKERAGE SERVICES, LLC

BD
CRD#: 41608
GREENVILLE, SC
Past

July 3, 2013 - October 22, 2015

CERTUS INVESTMENT ADVISORS, LLC

RIA
CRD#: 159221
ATLANTA, GA
Past

July 5, 2012 - October 22, 2015

CERTUSSECURITIES, INC.

BD
CRD#: 144051
ATLANTA, GA
Past

January 29, 2010 - July 31, 2012

CURTISWOOD CAPITAL, LLC

BD
CRD#: 120767
ATLANTA, GA
Past

June 3, 2009 - February 25, 2010

FIRST LEGACY SECURITIES, LLC

RIA
CRD#: 47079
ATLANTA, GA
Past

June 2, 2009 - February 25, 2010

FIRST LEGACY SECURITIES, LLC

BD
CRD#: 47079
ATLANTA, GA
Past

February 12, 2002 - June 1, 2009

ACCESS SECURITIES, LLC

BD
CRD#: 22455
ATLANTA, GA
Past

October 14, 1988 - February 14, 2002

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

December 19, 1984 - October 14, 1988

JOHNSON, LANE, SPACE, SMITH & CO., INC.

BD
CRD#: 472

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/15/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/3/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FC
FINTRUST CAPITAL ADVISORS, LLC
BROAD STREET CAPITAL ADVISORS | FINTRUST INVESTMENT ADVISORY SERVICES | FINTRUST CAPITAL ADVISORS, LLC | CAPTRUST FINANCIAL ADVISORS | BROAD STREET CAPITAL PARTNERS, LLC | BROAD STREET CAPITAL PARTNERS | BROAD STREET CAPITAL ADVISORS, LLC

CRD#: 145460 / SEC#: 801-68568

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Contact information


Main Address
124 Verdae Blvd. Suite 504, Greenville, SC 29607
Mailing Address
Phone number
(864) 288-2849
Established
Firm type
Fiscal year end
# of Employees
35

Documents


Latest Form ADV

Part 2 Brochures

FCA WRAP FEE PROGRAM BROCHURE (PART 2 APPENDIX 1) (4/8/2024)

Regulatory assets under management


Total Number of Accounts1,968
AUM (Assets Under Management)$ 1,743,952,383

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
11/13/2023
Cover Page
10/28/2022
12/07/2021

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FINTRUST CAPITAL ADVISORS, LLC

CRD#: 145460

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