Alan R. Myers

AERIE CAPITAL MANAGEMENT

Baltimore, MD

CRD#: 1711163

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Professional summary

Alan Russell Myers, CFA is a registered financial advisor currently at AERIE CAPITAL MANAGEMENT located in Baltimore, Maryland.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Alan has worked at 2 firms and has passed the Series 63 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Russell 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®

CFA

Chartered Financial Analyst

Experience

Current

February 16, 2022 - Present

AERIE CAPITAL MANAGEMENT

RIA

CRD#: 126518

Baltimore, MD

Past

July 22, 1987 - January 28, 1988

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

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

Maryland
(2/16/2022)

IAR

North Carolina
(2/16/2022)

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: 7/29/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/18/1987

General Securities Representative Examination

Current Firm

AERIE CAPITAL MANAGEMENT

AERIE CAPITAL MANAGEMENT | AERIE CAPITAL MANAGEMENT LLC

CRD#: 126518 / SEC#:

Maryland

Registered Investment Advisory firm - (8/8/2012 Approved)

North Carolina

Registered Investment Advisory firm - (5/5/2003 Approved)

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Contact information

Main Address

Baltimore, MD

Mailing Address

Phone number

(410) 864-8746

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 26,198,857

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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Alan R. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Russell Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

AERIE CAPITAL MANAGEMENT

THE STUART-JAMES COMPANY, INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 7/29/1987

Series 7

Date: 7/18/1987

Current Firm

AERIE CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AERIE CAPITAL MANAGEMENT

TRUST BUT VERIFY

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