AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AM

Anthony John Meyer

FORESIDE FUND SERVICES
Philadelphia, PA
·CRD# 2112293·35 years experience

Professional Summary

Anthony John Meyer, who also goes by Tony Meyer, is a registered financial advisor currently at FORESIDE FUND SERVICES, LLC located in Philadelphia, Pennsylvania. Anthony is registered as a RR (Registered Representative) and started their career in finance in 1991. Anthony has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tony Meyer

Blog Corner

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
View profile
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
Dustin Michael Willing
Dustin Michael Willing

KESTRA ADVISORY SERVICES, LLC

Wayne, PA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
Dustin Michael Willing
Dustin Michael Willing

KESTRA ADVISORY SERVICES, LLC

Wayne, PA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
Dustin Michael Willing
Dustin Michael Willing

KESTRA ADVISORY SERVICES, LLC

Wayne, PA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
Dustin Michael Willing
Dustin Michael Willing

KESTRA ADVISORY SERVICES, LLC

Wayne, PA · CRD#

Years of Experience

35 years in the financial services industry

Current & Past Employments

FORESIDE FUND SERVICES, LLC·CRD# 46106
BD
1900 Market St, Philadelphia, PA 19103
July 14, 2025 - Present
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC·CRD# 329
BD
Seattle, WA
March 10, 2021 - January 30, 2024
SEI INVESTMENTS DISTRIBUTION CO.·CRD# 10690
BD
Oaks, PA
October 26, 2001 - November 6, 2020
AMERIPRIME FINANCIAL SECURITIES, INC.·CRD# 38183
BD
Southlake, TX
January 3, 2000 - March 28, 2000
SEI INVESTMENTS DISTRIBUTION CO.·CRD# 10690
BD
Oaks, PA
August 15, 1991 - July 7, 1998

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
Dustin Michael Willing
Dustin Michael Willing

KESTRA ADVISORY SERVICES, LLC

Wayne, PA · CRD#

Current Firm

FF
FORESIDE FUND SERVICES, LLC

FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: 8-51293
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

190 Middle Street Suite 301, Portland, ME 04101

Mailing Address

190 Middle Street Suite 301, Portland, ME 04101

Phone Number

(207) 553-7110

Established

Delaware since 09/08/1998

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER—
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
Dustin Michael Willing
Dustin Michael Willing

KESTRA ADVISORY SERVICES, LLC

Wayne, PA · CRD#

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.

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
Dustin Michael Willing
Dustin Michael Willing

KESTRA ADVISORY SERVICES, LLC

Wayne, PA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(7/14/2025)
RR
Delaware
(7/14/2025)
RR
Maine
(7/14/2025)
RR
Massachusetts
(7/14/2025)
RR
New Hampshire
(7/14/2025)
RR
New Jersey
(7/14/2025)
RR
New York
(7/14/2025)
RR
Pennsylvania
(7/14/2025)
RR
Rhode Island
(7/14/2025)
RR
Vermont
(7/14/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1992About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1990About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
Dustin Michael Willing
Dustin Michael Willing

KESTRA ADVISORY SERVICES, LLC

Wayne, PA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Anthony John Meyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
Dustin Michael Willing
Dustin Michael Willing

KESTRA ADVISORY SERVICES, LLC

Wayne, PA · CRD#
AM
Follow Anthony
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required