Paul D. Myers

MYERS CAPITAL MANAGEMENT,

ABINGTON, PA

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CRD#: 1258913

Professional summary

Paul Douglas Myers is a registered financial advisor currently at MYERS CAPITAL MANAGEMENT, INC located in Abington, Pennsylvania.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Paul has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) MYERS CAPITAL MANAGEMENT - 1444 ST. CHARLES PLACE, ABINGTON, PA 19001-2327 - PRIV CORP - PRESIDENT/EMPLOYEE - 5/1/2000 - 90% OF TIME - 40 HR/MO/TRD HRS - 1. REGISTERED INVESTMENT ADVISOR THAT PREPARES FINANCIAL PLANS AND MANAGES INVESTMENT ACCOUNTS. 2. LICENSED INSURANCE AGENT. 3. PREPARES INDIVIDUAL AND CORPORATE INCOME TAX RETURNS AS WELL AS PAYROLL TAX RETURNS. - INVESTMENT RELATED 3) EXECUTOR - 1444 SAINT CHARLES PLACE ROSLYN, PA 19001-2327 - INDIVIDUAL. DOES NOT GO ON A SCHEDULE C FORM. IT IS NOT TECHNICALLY A BUSINESS. - MY BROTHER JOHN HAS APPOINTED ME AS EXECUTOR IN HIS WILL. HE IS ALIVE AT THIS TIME AND HEALTHY. - 8/29/2012 - 0% OF TIME - 0 HR/MO/TRD HRS - EXECUTOR'S DUTIES - NONINVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Douglas Myers's CRS (Customer Relationship Summary).

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

Current

July 7, 2000 - Present

MYERS CAPITAL MANAGEMENT, INC

RIA

CRD#: 117119

ABINGTON, PA

Past

September 19, 2006 - October 3, 2016

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

ABINGTON, PA

Past

January 1, 2004 - September 18, 2006

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

FORT WASHINGTON, PA

Past

January 1, 2004 - September 18, 2006

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

FORT WASHINGTON, PA

Past

January 28, 2003 - January 1, 2004

LOCUST STREET SECURITIES, INC.

RIA

CRD#: 1703

FORT WASHINGTON, PA

Past

June 21, 2001 - July 31, 2002

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

May 7, 1999 - January 1, 2004

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

December 2, 1988 - May 7, 1999

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

March 19, 1986 - December 8, 1988

MML INVESTORS SERVICES, LLC

CRD#: 10409

Past

May 23, 1984 - January 23, 1986

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/7/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/30/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/3/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/13/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MYERS CAPITAL MANAGEMENT, INC

CRD#: 117119 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (7/7/2000 Approved)

Texas

Registered Investment Advisory firm - (1/22/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Abington, PA

Mailing Address

Phone number

(215) 657-0300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 398,073

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Paul D. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Douglas Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES SERVICE NETWORK, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

LOCUST STREET SECURITIES, INC.

VESTAX SECURITIES CORPORATION

LOCUST STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

MML INVESTORS SERVICES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/1999

Series 63

Date: 4/30/1986

SIE

Date: 10/3/2016

Series 7

Date: 7/27/1999

Series 6

Date: 4/13/1984

Current Firm

MYERS CAPITAL MANAGEMENT, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MYERS CAPITAL MANAGEMENT, INC

TRUST BUT VERIFY

Contact information

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