William H. Meyer
Professional summary
William Henry Meyer IV, who also goes by Bill Meyer, William H Meyer, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Overland Park, Kansas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. William has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Henry Meyer IV's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 2, 2023 - Present
T. ROWE PRICE ADVISORY SERVICES, INC.
January 23, 2023 - May 1, 2023
RETIREMENT BENCHMARK, LLC
October 29, 2008 - December 31, 2021
RETIREMENT BENCHMARK, LLC
May 29, 2006 - February 22, 2008
AMERIPRISE ADVISOR SERVICES, INC.
December 23, 1998 - January 29, 2003
CHARLES SCHWAB & CO., INC.
July 31, 1995 - October 15, 1997
LIFEMARK SECURITIES CORP.
August 15, 1994 - May 2, 1995
ADVANTAGE CAPITAL CORPORATION
April 12, 1994 - August 15, 1994
TOWER SQUARE SECURITIES, INC.
September 11, 1991 - May 11, 1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
September 11, 1991 - May 11, 1993
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/2/2023)
(8/2/2023)
Exams
Current Firm
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,014 |
| AUM (Assets Under Management) | $ 3,861,357,894 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
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