Alan F. Myers

TRAILS EDGE WEALTH ADVISERS

Northbrook, IL 60062

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CRD#: 2554527

Professional summary

Alan Frederic Myers, who also goes by Ace Chicago, Ace Chicago Myers, Al Myers, Coach Myers, is a registered financial advisor currently at TRAILS EDGE WEALTH ADVISERS, LLC located in Northbrook, Illinois.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Alan has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ace Chicago | Ace Chicago Myers | Al Myers | Coach Myers

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.

CO-TRUSTEE OF FATHER'S TRUST; INV. RELATED; NORTHBROOK, IL; START DATE 5/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING. INSRUANCE LICENSED - LIFE AND HEALTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Frederic Myers'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

February 14, 2020 - Present

TRAILS EDGE WEALTH ADVISERS, LLC

Office #1: 1866 Trails Edge Drive, Northbrook, IL 60062

RIA

CRD#: 299466

Northbrook, IL

Past

February 18, 2016 - April 23, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NORTHBROOK, IL

Past

February 18, 2016 - April 23, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NORTHBROOK, IL

Past

November 8, 2007 - February 26, 2016

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

CHICAGO, IL

Past

November 8, 2007 - February 26, 2016

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

CHICAGO, IL

Past

July 23, 2004 - November 30, 2007

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

CHICAGO, IL

Past

July 23, 2004 - November 30, 2007

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

CHICAGO, IL

Past

June 2, 2003 - July 20, 2004

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

CHICAGO, IL

Past

April 21, 2003 - July 20, 2004

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

January 27, 2003 - March 19, 2003

NT SECURITIES LLC

CRD#: 45694

CHICAGO, IL

Past

March 25, 2002 - January 16, 2003

RUMSON CAPITAL, LLC

CRD#: 33848

MONTEBELLO, NY

Past

September 5, 2001 - November 22, 2001

EXT ELECTRONIC EXCHANGE TRADING, INC.

CRD#: 47385

CHICAGO, IL

Past

November 3, 2000 - December 18, 2001

RUMSON CAPITAL, LLC

CRD#: 33848

MONTEBELLO, NY

Past

June 29, 1998 - February 7, 2000

PETERS SECURITIES CO., LP

CRD#: 15970

CHICAGO, IL

Past

February 12, 1997 - May 28, 1998

MESIROW FINANCIAL, INC.

CRD#: 2764

CHICAGO, IL

Past

November 4, 1994 - February 14, 1997

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, 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

Illinois
(2/14/2020)

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: 5/30/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/15/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 55

Date: 11/9/1998

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/3/1994

General Securities Representative Examination

Current Firm

TRAILS EDGE WEALTH ADVISERS, LLC

TRAILS EDGE WEALTH ADVISERS, LLC | VERITY INVESTMENT ADVISERS, LLC

CRD#: 299466 / SEC#:

Illinois

Registered Investment Advisory firm - (4/18/2019 Approved)

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Contact information

Main Address

1866 Trails Edge Drive, Northbrook, IL 60062

Mailing Address

Phone number

(847) 682-0105

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	216
AUM (Assets Under Management)	$ 106,960,158

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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Advisor Monitoring

Firm Stability Insights

Alan F. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Frederic Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

NT SECURITIES LLC

RUMSON CAPITAL, LLC

EXT ELECTRONIC EXCHANGE TRADING, INC.

RUMSON CAPITAL, LLC

PETERS SECURITIES CO., LP

MESIROW FINANCIAL, INC.

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/2003

Series 63

Date: 12/16/1994

SIE

Date: 10/1/2018

Series 31

Date: 8/15/2003

Series 55

Date: 11/9/1998

Series 7

Date: 11/3/1994

Current Firm

TRAILS EDGE WEALTH ADVISERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRAILS EDGE WEALTH ADVISERS, LLC

TRUST BUT VERIFY

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