Michael Meara
Professional summary
Michael Meara, who also goes by Michael Francis Meara, is a registered financial advisor currently at RBF WEALTH ADVISORS located in St. Louis, Missouri.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Michael has worked at 9 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Meara's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 1, 2023 - Present
RBF WEALTH ADVISORS
Office #1: 680 Craig Road Suite 201, St. Louis, MO 63141July 9, 2021 - January 19, 2023
SECURIAN FINANCIAL SERVICES, INC.
May 22, 2021 - January 19, 2023
SECURIAN FINANCIAL SERVICES, INC.
March 28, 2014 - March 9, 2017
NEXUS WEALTH ADVISORS, LLC
January 1, 2010 - December 31, 2015
PACIFIC MOUNTAIN ADVISORS, INC.
June 20, 2001 - December 31, 2005
PACIFIC MOUNTAIN ADVISORS, INC.
March 10, 1995 - February 11, 2000
SECURIAN FINANCIAL SERVICES, INC.
April 27, 1992 - March 13, 1995
CUTTER & COMPANY, INC.
August 28, 1989 - April 23, 1992
WALNUT STREET SECURITIES, INC.
January 1, 1987 - September 9, 1989
VERAVEST INVESTMENTS, INC.
November 15, 1984 - November 5, 1986
AMERICAN EXPRESS FINANCIAL CORPORATION
November 15, 1984 - November 17, 1986
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
RBF WEALTH ADVISORS
CRD#: 104771 / SEC#: 801-20351
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/1/2023)
Exams
Series 7TO
Date: 5/21/2021
General Securities Representative ExaminationCurrent Firm
RBF WEALTH ADVISORS
CRD#: 104771 / SEC#: 801-20351
Contact information
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,255 |
| AUM (Assets Under Management) | $ 647,718,410 |
Red Flags
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Company Information
RBF WEALTH ADVISORS
CRD#: 104771St. Louis, MO 63141TRUST BUT VERIFY
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