Joel M. Meyer

MEYER FINANCIAL ADVISORS

Los Altos, CA

Some features on this profile are disabled

CRD#: 2507610

Professional summary

Joel Michael Meyer, CFA, who also goes by Joel M. Meyer, is a registered financial advisor currently at MEYER FINANCIAL ADVISORS, INC. located in Los Altos, California.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Joel has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joel M. 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) 2021-Present: Meyer Financial Counselors, LLC/investment related/Los Altos, CA/financial planning for divorcing couples and business financial consulting/CEO/January 2021 started/25 to 50% of time during business hours.//(2) 2006-Present: LKM, LLC/Not investment related/Los Altos, CA/Commercial real estate holding company/Member-Manager/Involves two percent time each month, after business hours.//(3) 2021-Present: Mongo Properties, LLC/Not investment related/Los Altos, CA/Commercial real estate holding company/Member-Manager/Involves two percent time each month, after business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Michael 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®

CFA

Chartered Financial Analyst

Experience

Current

May 2, 2018 - Present

MEYER FINANCIAL ADVISORS, INC.

RIA

CRD#: 293388

Los Altos, CA

Past

October 28, 1994 - June 17, 2004

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

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

California
(5/2/2018)

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: 11/10/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/27/1994

General Securities Representative Examination

Current Firm

MEYER FINANCIAL ADVISORS, INC.

CRD#: 293388 / SEC#:

California

Registered Investment Advisory firm - (5/2/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Los Altos, CA

Mailing Address

Phone number

(650) 691-5370

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	28
AUM (Assets Under Management)	$ 18,434,713

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joel M. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Michael Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEYER FINANCIAL ADVISORS, INC.

WILLIAM BLAIR

State Registrations and Notice Filings

Exams

Series 63

Date: 11/10/1994

Series 7

Date: 10/27/1994

Current Firm

MEYER FINANCIAL ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MEYER FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

Similar Advisors