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Randall J Meyn

CRD# 2122282·Registered 1991 - 2014
Previously Registered: Being a previously registered professional could mean that Randall is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Randall J Meyn, who also goes by Randall Joseph Meyn, Randy Meyn, was a registered financial advisor. Randall was a previously registered financial professional and started their career in finance 1991 - 2014. Randall had worked at 9 firms and has passed the Series 66, Series 63, Series 55, Series 3, Series 7 and Series 8 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Randall Joseph Meyn, Randy Meyn

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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.

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Years of Experience

35 years in the financial services industry

Current & Past Employments

IC ADVISORY SERVICES, INC.·CRD# 140190
RIA
Great River, NY
August 8, 2012 - September 24, 2014
THE INVESTMENT CENTER, INC.·CRD# 17839
BD
Great River, NY
August 8, 2012 - December 31, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Garden City, NY
November 19, 2010 - August 2, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Garden City, NY
November 2, 2010 - August 2, 2012
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
RIA
New York, NY
June 17, 2008 - July 10, 2009
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
June 17, 2008 - July 10, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
New York, NY
August 4, 2004 - June 10, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
May 16, 2002 - June 10, 2008
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
June 7, 1996 - May 9, 2002
SCHRODER & CO. INC.·CRD# 6112
BD
New York, NY
June 28, 1993 - May 14, 1996
TD AMERITRADE, INC.·CRD# 7870
BD
Omaha, NE
April 12, 1991 - July 7, 1993
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
February 13, 1991 - May 14, 1991
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
February 13, 1991 - May 14, 1991

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Current Firm

IA
IC ADVISORY SERVICES, INC.

IC ADVISORY SERVICES, INC.

CRD#: 140190 / SEC#: 801-66512

Contact Information

Main Address

1420 Route 206 North Suite 210, Bedminster, NJ 07921

Mailing Address

1420 Route 206 North, Suite 210 P.o. Box 770, Bedminster, NJ 07921

Phone Number

(908) 707-4422

# of Employees

220

Documents

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/30/2025)

Regulatory Assets Under Management

Total Number of Accounts

5,528

AUM (Assets Under Management)

$2,056,415,877

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/02/2024Cover PageReport
02/15/2024Cover PageReport
01/10/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Nov 2010About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1991About the Series 63 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Nov 2005

Series 3 — National Commodity Futures Examination

Passed Nov 1998About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Feb 1991About the Series 7 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Aug 1992

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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