Howard S. Myers

ADVISER ALLIANCE

HUDSON, OH 44236

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CRD#: 1634744

Professional summary

Howard Steven Myers is a registered financial advisor currently at ADVISER ALLIANCE, LLC located in Hudson, Ohio.

Howard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Howard has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 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.

MYERS FINANCIAL: HUDSON, OH; SOLE PROPRIETOR; 06/2004 TO PRESENT; INVESTMENT RELATED; INSURANCE AGENT SELLING FIXED (NON-SECURITIES) INSURANCE AND ANNUITY PRODUCTS FROM VARIOUS COMPANIES; APPROXIMATELY 100 HRS/MONTH DURING SECURITIES TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Steven 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

September 13, 2018 - Present

ADVISER ALLIANCE, LLC

Office #1: 70 W. Streetsboro St. Suite 301, Hudson, OH 44236

RIA

CRD#: 287551

HUDSON, OH

Past

September 6, 2007 - July 17, 2018

CETERA ADVISORS LLC

CRD#: 10299

HUDSON, OH

Past

August 29, 2007 - July 17, 2018

CETERA ADVISORS LLC

RIA

CRD#: 10299

HUDSON, OH

Past

June 1, 2005 - March 12, 2007

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

INDEPENDENCE, OH

Past

June 1, 2005 - March 12, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

INDEPENDENCE, OH

Past

March 27, 2002 - June 1, 2005

MONY SECURITIES CORPORATION

RIA

CRD#: 4386

INDEPENDENCE, OH

Past

April 29, 1987 - June 1, 2005

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

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
(9/13/2018)

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

Series 63

Date: 12/21/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/17/2000

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/25/1987

General Securities Representative Examination

Current Firm

ADVISER ALLIANCE, LLC

CRD#: 287551 / SEC#:

California

Registered Investment Advisory firm - (4/18/2017 Approved)

Ohio

Registered Investment Advisory firm - (2/23/2017 Approved)

Texas

Registered Investment Advisory firm - (8/13/2019 Approved)

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Contact information

Main Address

Boardman, OH

Mailing Address

Phone number

(330) 423-0558

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 6,567,155

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

Howard S. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Steven Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MONY SECURITIES CORPORATION

MONY SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 12/21/2000

Series 65

Date: 2/17/2000

SIE

Date: 7/17/2018

Series 7

Date: 4/25/1987

Current Firm

ADVISER ALLIANCE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVISER ALLIANCE, LLC

TRUST BUT VERIFY

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