Douglas E. Myers

MYERS ASSET MANAGEMENT LLC

WHITELAND, IN

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CRD#: 2866859

Professional summary

Douglas Edward Myers, who also goes by Doug Myers, is a registered financial advisor currently at MYERS ASSET MANAGEMENT LLC located in Whiteland, Indiana.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Douglas has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Doug 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.

Real Estate Ownership; Lot/Land; Greenville, IN 47124; Not Investment Related; April 2018/ Lot/Land; Corydon, IN 47112; Not Investment Related; Jan 2017. Business Ownership; Authorhouse Publishing; Author; Books (Gut-Check and Pivot-Point), speaker, teacher; Zionsville, IN 46077; Not Investment Related; March 2012; 10-19 hours per month; 10-19 during trading hours/ Harvest Farms, LLC; Developer; Land Development; Corydon, IN 47112; Not Investment Related; Jan 2019; 1-9 hours per month; 1-9 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Edward 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

September 5, 2023 - Present

MYERS ASSET MANAGEMENT LLC

RIA

CRD#: 327654

WHITELAND, IN

Past

June 27, 2019 - August 31, 2023

WAYCROSS PARTNERS, LLC

RIA

CRD#: 153838

LOUISVILLE, KY

Past

March 9, 2012 - April 23, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

INDIANAPOLIS, IN

Past

March 9, 2012 - April 23, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

INDIANAPOLIS, IN

Past

February 5, 2008 - April 5, 2012

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

GREENWOOD, IN

Past

February 5, 2008 - April 5, 2012

FIFTH THIRD SECURITIES, INC.

CRD#: 628

GREENWOOD, IN

Past

July 6, 2005 - February 4, 2008

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

INDIANAPOLIS, IN

Past

July 6, 2005 - February 4, 2008

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

INDIANAPOLIS, IN

Past

November 14, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

INDIANAPOLIS, IN

Past

November 13, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

September 20, 2002 - June 17, 2003

TOUCHSTONE SECURITIES, INC.

CRD#: 1526

CINCINNATI, OH

Past

May 25, 2001 - October 3, 2002

GPC SECURITIES, INC.

CRD#: 14007

ATLANTA, GA

Past

November 12, 1999 - April 13, 2000

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

December 9, 1997 - November 8, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

December 9, 1997 - November 9, 1999

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

August 27, 1997 - December 1, 1997

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

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

Indiana
(9/5/2023)

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: 9/24/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/26/1997

General Securities Representative Examination

Current Firm

MYERS ASSET MANAGEMENT LLC

CRD#: 327654 / SEC#:

Indiana

Registered Investment Advisory firm - (9/5/2023 Approved)

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Contact information

Main Address

Whiteland, IN

Mailing Address

Phone number

(317) 771-4905

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	52
AUM (Assets Under Management)	$ 16,123,251

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

Douglas E. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Edward Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAYCROSS PARTNERS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

TOUCHSTONE SECURITIES, INC.

GPC SECURITIES, INC.

SECURIAN FINANCIAL SERVICES, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

FIRST UNION CAPITAL MARKETS CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/1997

Series 63

Date: 8/29/1997

SIE

Date: 10/1/2018

Series 7

Date: 8/26/1997

Current Firm

MYERS ASSET MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MYERS ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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