Samuel J. Myer

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CRD#: 3043297

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Samuel J Myer, who also goes by Sam Myer, Samuel Myer, was a registered financial professional .

Samuel is a previously registered financial professional and started their career in finance in 1998. Samuel had worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Sam Myer | Samuel Myer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 12, 2018 - July 13, 2022

ALPHA FINANCIAL ADVISORS, LLC

RIA

CRD#: 116291

MCLEAN, VA

Past

February 27, 2003 - October 1, 2004

HARRISDIRECT LLC

CRD#: 42159

JERSEY CITY, NJ

Past

January 16, 2002 - February 17, 2005

SBSB FINANCIAL ADVISORS

RIA

CRD#: 109732

MCLEAN, VA

Past

January 19, 2001 - April 2, 2001

CAPITOL SECURITIES MANAGEMENT, INC.

CRD#: 14169

GLEN ALLEN, VA

Past

June 15, 1998 - January 14, 2000

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALPHA FINANCIAL ADVISORS, LLC

CRD#: 116291 / SEC#: 801-109007

RIA

Registered Investment Advisory firm - (1/26/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 7/9/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/22/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/12/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALPHA FINANCIAL ADVISORS, LLC

CRD#: 116291 / SEC#: 801-109007

RIA

Registered Investment Advisory firm - (1/26/2017 Approved)

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Contact information

Main Address

8260 Greensboro Drive Suite 125, Mclean, VA 22102

Mailing Address

Phone number

(703) 442-7686

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts	458
AUM (Assets Under Management)	$ 201,121,880

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

Samuel J. Myer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ALPHA FINANCIAL ADVISORS, LLC

HARRISDIRECT LLC

SBSB FINANCIAL ADVISORS

CAPITOL SECURITIES MANAGEMENT, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ALPHA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2018

Series 63

Date: 6/22/1998

Series 6

Date: 6/12/1998

Current Firm

ALPHA FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALPHA FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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