Robert D. Meyers

MEYERS WEALTH MANAGEMENT

Kiawah Island, SC

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CRD#: 1409245

Professional summary

Robert David Meyers, CIMA®, who also goes by Bob Meyers, is a registered financial advisor currently at MEYERS WEALTH MANAGEMENT, LLC located in Kiawah Island, South Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Meyers

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.

HIGHLAND SPRINGS,CHARLESTON, SC, FARM LAND, PARTNER, NO TIME INVOLVED, PASSIVE INVESTOR ONLY, START 2004. MEYFORD LLC - INVESTMENT RELATED - COLUMBUS, OH - RENTAL UNITS FOR OSU STUDENTS. 40% OWNER. START: 1/1/2013. 0 HRS PER MONTH. DUTIES: NONE. - MANA KIAWAH LLC; INVESTMENT RELATED; KIAWAH, SC; LLC FOR REAL ESTATE; 51% OWNERSHIP; START DATE = 06/2011; NO TIME DEVOTED PER MONTH. TRUSTEE FOR DAUGHTER'S TRUST; INV RELATED; COLUMBUS, OH; START DATE 12/15/2000; 0 HRS PER MONTH. TRUSTEE FOR DAUGHTER'S TRUST; INV RELATED; COLUMBUS, OH; START DATE 12/15/2000; 0 HRS PER MONTH. TRUSTEE FOR DAUGHTER'S TRUST; INV RELATED; COLUMBUS, OH; START DATE 12/15/2000; 0 HRS PER MONTH. TRUSTEE FOR SON'S TRUST; INV RELATED; COLUMBUS, OH; START DATE 12/15/2000; 0 HRS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert David Meyers's CRS (Customer Relationship Summary).

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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 23, 2017 - Present

MEYERS WEALTH MANAGEMENT, LLC

Office #2: 5005 Horizons Drive Suite 200, Columbus, OH 43220

RIA

CRD#: 289801

Kiawah Island, SC

Past

July 26, 2007 - November 2, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

COLUMBUS, OH

Past

July 23, 2007 - November 2, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

COLUMBUS, OH

Past

March 8, 2006 - July 25, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

UPPER ARLINGTON, OH

Past

March 8, 2006 - July 25, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

UPPER ARLINGTON, OH

Past

April 8, 2003 - March 8, 2006

ADVEST, INC.

RIA

CRD#: 10

UPPER ARLINGTON, OH

Past

April 26, 1990 - March 8, 2006

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

January 4, 1988 - April 24, 1990

BLUNT ELLIS & LOEWI INCORPORATED

CRD#: 7580

Past

September 28, 1987 - December 7, 1987

LEHMAN BROTHERS INC.

CRD#: 7506

Past

October 22, 1985 - October 30, 1987

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEYERS WEALTH MANAGEMENT, LLC

CRD#: 289801 / SEC#: 801-111815

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

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

Ohio
(11/7/2017)

IAR

South Carolina
(10/23/2017)

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: 5/25/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/31/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/2/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/1985

General Securities Representative Examination

Current Firm

MEYERS WEALTH MANAGEMENT, LLC

CRD#: 289801 / SEC#: 801-111815

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

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Contact information

Main Address

5005 Horizons Drive Suite 200, Columbus, OH 43220

Mailing Address

Phone number

(614) 442-6787

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B - SUPPLEMENTAL BROCHURE FOR MARTIN M. MEYERS (11/5/2025)

FORM ADV PART 2B- SUPPLEMENTAL BROCHURE FOR ABIGAIL MEYERS (11/5/2025)

PART 2B - ALEXANDRA MEYERS - SUPPLEMENTAL BROCHURE (11/5/2025)

PATRICK A. DOSS - FORM ADV PART 2B SUPPLEMENTAL BROCHURE (11/5/2025)

MEYERS WEALTH MANAGEMENT, LLC - FIRM BROCHURE (11/5/2025)

FORM ADV PART 2B- SUPPLEMENTAL BROCHURE FOR NATALIE BRAUN (11/5/2025)

FORM ADV PART 2B - SUPPLEMENTAL BROCHURE FOR BENJAMIN MELNICK (11/5/2025)

MEYERS WEALTH MANAGEMENT, LLC - PORTFOLIO MANAGEMENT WRAP-FEE PROGRAM (11/5/2025)

FORM ADV PART 2B - SUPPLEMENTAL BROCHURE FOR KAREN E. KEHRES (11/5/2025)

FORM ADV PART 2B - SUPPLEMENTAL BROCHURE FOR MATTHEW D. MEYERS (11/5/2025)

FORM ADV PART 2B - SUPPLEMENTAL BROCHURE FOR ROBERT D. MEYERS (11/5/2025)

Regulatory assets under management

Total Number of Accounts	728
AUM (Assets Under Management)	$ 1,609,700,000

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.

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Advisor Monitoring

Firm Stability Insights

Robert D. Meyers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert David Meyers's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ADVEST, INC.

ADVEST, INC.

BLUNT ELLIS & LOEWI INCORPORATED

LEHMAN BROTHERS INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

MEYERS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/25/1993

Series 63

Date: 10/31/1985

SIE

Date: 11/2/2017

Series 7

Date: 10/19/1985

Current Firm

MEYERS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEYERS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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