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JM

Jerry Michael Meyer

SPC CAPITAL MARKETS
Greenwich, CT
·CRD# 2601354·8 years experience

Professional Summary

Jerry Michael Meyer, who also goes by Jerry M Meyer, Jerry Meyer, is a registered financial advisor currently at SPC CAPITAL MARKETS LLC located in Greenwich, Connecticut. Jerry is registered as a RR (Registered Representative) and started their career in finance in 2001. Jerry has worked at 7 firms and has passed the Series 63, Series 99TO, Series 7TO, SIE, Series 27, Series 14 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jerry M Meyer, Jerry Meyer

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

8 years in the financial services industry

Current & Past Employments

SPC CAPITAL MARKETS LLC·CRD# 304381
BD
20 Horseneck Lane First Floor, Greenwich, CT 06830
May 11, 2023 - Present
SYMBRIDGE CAPITAL LLC·CRD# 307430
BD
Greenwich, CT
November 17, 2021 - April 27, 2023
S3 SECURITIES LLC·CRD# 132674
BD
New York, NY
September 26, 2005 - March 31, 2006
FAIRFIELD RESEARCH SECURITIES CORPORATION·CRD# 19744
BD
New Canaan, CT
March 15, 2005 - May 6, 2005
ACF INTERNATIONAL INC.·CRD# 36151
BD
Boston, MA
July 23, 2004 - May 9, 2005
BANC OF AMERICA SECURITIES LLC·CRD# 26091
BD
New York, NY
May 9, 2001 - July 17, 2002
KBC SECURITIES USA LLC·CRD# 46709
BD
New York, NY
February 6, 2001 - July 26, 2001

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Current Firm

SC
SPC CAPITAL MARKETS LLC

SPC CAPITAL MARKETS LLC

CRD#: 304381 / SEC#: 8-70350
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

20 Horseneck Lane First Floor, Greenwich, CT 06830

Mailing Address

20 Horseneck Lane First Floor, Greenwich, CT 06830

Phone Number

(203) 862-2900

Established

Delaware since 05/10/2019

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
SPC CAPITAL MARKETS HOLDINGS LLCDIRECT OWNER—
GREGORICH, MICHAEL DANIELPRINCIPAL2405109
MEYER, JERRY MICHAELCCO, COO, PFO & POO2601354
PARAMESWARAN, PREMMD/PRINCIPAL1621594
SARNA, DHRUVMD/HEAD OF CAPITAL MARKETS5567449

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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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(5/11/2023)
RR
Florida
(12/23/2025)
RR
Illinois
(2/5/2026)
RR
Indiana
(1/9/2026)
RR
Massachusetts
(2/25/2026)
RR
Minnesota
(1/21/2026)
RR
New Hampshire
(1/22/2026)
RR
New Jersey
(2/4/2026)
RR
New York
(8/3/2023)
RR
South Dakota
(1/5/2026)
RR
Washington
(3/17/2026)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2022About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 7TO — General Securities Representative Examination

Passed Jan 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2021About the SIE exam

Series 27 — Financial and Operations Principal Examination

Passed Jul 2023About the Series 27 exam

Series 14 — Compliance Officer Examination

Passed May 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Mar 2021About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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