Thomas H. Meyer

THOMAS MEYER INVESTMENTS

Leander, TX

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CRD#: 2369107

Professional summary

Thomas Harris Meyer, who also goes by Tom Meyer, is a registered financial advisor currently at THOMAS MEYER INVESTMENTS located in Leander, Texas.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Thomas has worked at 7 firms and has passed the Series 65, Series 63, Series 3, Series 31, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tom Meyer

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.

1. THOMAS HARRIS MEYER is the Owner of AlgoTrendTraders; Investment related: Yes; Location: 2205 Lookout Range Drive Leander TX 78641; Description: This is an investment newsletter published weekly on Substack. No recommendations are made. Trend-following charts are shown for 6 total tickers and commentary on trend-following is given. The newsletter is free and there is no income derived from the business; Responsibilities Duties: Create, write, and publish a weekly newsletter that is posted for delivery each Monday morning before the markets are open. Post updates on Twitter a few times a week.; Start date: 2021-07-05; Hours per month during trading hours: 2; Hours per month outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; Website address for the organization: algotrendtraders.substack.com.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Harris Meyer'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 6, 2023 - Present

THOMAS MEYER INVESTMENTS

RIA

CRD#: 327049

Leander, TX

Past

June 3, 2022 - March 23, 2023

TURNER CAPITAL INVESTMENTS, LLC

RIA

CRD#: 146134

Autstin, TX

Past

October 9, 2008 - November 30, 2015

TURNER CAPITAL INVESTMENTS, LLC

RIA

CRD#: 146134

AUSTIN, TX

Past

February 16, 2007 - July 15, 2008

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

AUSTIN, TX

Past

January 31, 2007 - July 15, 2008

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

AUSTIN, TX

Past

November 12, 2004 - November 22, 2005

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

AUSTIN, TX

Past

July 1, 2003 - December 9, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

AUSTIN, TX

Past

July 1, 2003 - December 9, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 9, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

CORPUS CHRISTI, TX

Past

July 6, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 27, 1993 - July 11, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, 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

Texas
(9/6/2023)

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

IAR

Series 65

Date: 2/19/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/27/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 11/15/2017

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 8/24/1993

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/26/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 11/4/1998

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

THOMAS MEYER INVESTMENTS

THOMAS MEYER INVESTMENT MANAGEMENT LLC | THOMAS MEYER INVESTMENTS | THOMAS MEYER INVESTMENT MANAGEMENT, LLC

CRD#: 327049 / SEC#:

Texas

Registered Investment Advisory firm - (9/6/2023 Approved)

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Contact information

Main Address

Leander, TX

Mailing Address

Phone number

(737) 336-5587

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 1,800,000

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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Firm Stability Insights

Thomas H. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Harris Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

TURNER CAPITAL INVESTMENTS, LLC

TURNER CAPITAL INVESTMENTS, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

INDEPENDENT FINANCIAL GROUP, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2022

Series 63

Date: 7/27/1993

Series 3

Date: 11/15/2017

Series 31

Date: 8/24/1993

Series 7

Date: 7/26/1993

Series 8

Date: 11/4/1998

Current Firm

THOMAS MEYER INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THOMAS MEYER INVESTMENTS

TRUST BUT VERIFY

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