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RM

Robert S. Meyer

Some features on this profile are disabled
CRD#: 3074785
RM

Professional summary

Robert Steven Meyer was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial professional and started their career in finance in 2000. Prior to being barred, Robert had worked at 7 firms, which includes MONMOUTH ADVISORY SERVICES LLC, MONMOUTH CAPITAL MANAGEMENT LLC, WOODSTOCK FINANCIAL GROUP INC., CHELSEA FINANCIAL SERVICES, VFINANCE INVESTMENTS INC, J.P. TURNER & COMPANY L.L.C., GRAYSON FINANCIAL LLC.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) Monmouth Capital Holdings, LLC - CEO/Owner; Manages the entity; This is a holding corporation for Monmouth Capital Management, LLC and Monmouth Advisory Services, LLC; Started in 2017; Devotes less than 10 hours/month on activity; Non-investment related; 2) Monmouth Capital Management, LLC - CEO/Owner; Representative offering securities products; Broker-dealer registered with FINRA/SEC since July 2018; Started entity in 2017; Devotes 150+ Hours/Month; Investment-related; 3) Monmouth Administrative Services, LLC - President/CEO; Independent Insurance Agent Broker offering non securities insurance products through Guardian Life Insurance. Started 5/17; Devotes approx. 60 hours/month which are during trading hours; Investment Related; 4) Monmouth Advisory Services, LLC - Chief Executive Officer, This is a firm created to provide investment advisory services; Started in 2018; Investment-related activity MONMOUTH CAPITAL ASSOCIATES, LLC I am the manager of the entity that manages a Pre IPO Investment Fund. Investment Related/10 hours per month on activity started November 2021

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

January 13, 2020 - November 27, 2023

MONMOUTH ADVISORY SERVICES, LLC

RIA
CRD#: 298603
COLTS NECK, NJ
Past

October 11, 2018 - December 31, 2019

MONMOUTH ADVISORY SERVICES, LLC

RIA
CRD#: 298603
RED BANK, NJ
Past

July 25, 2018 - June 9, 2023

MONMOUTH CAPITAL MANAGEMENT LLC

BD
CRD#: 290248
Point Pleasant Beach, NJ
Past

November 12, 2013 - April 27, 2017

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
COLTS NECK, NJ
Past

July 17, 2009 - November 19, 2013

CHELSEA FINANCIAL SERVICES

BD
CRD#: 47770
COLTS NECK, NJ
Past

January 22, 2007 - July 10, 2009

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
STATEN ISLAND, NY
Past

October 18, 2002 - January 17, 2007

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
STATEN ISLAND, NY
Past

July 21, 2000 - November 15, 2002

GRAYSON FINANCIAL LLC

BD
CRD#: 11764
RED BANK, NJ

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.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/25/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/28/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/20/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 28
Date: 3/14/2018
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/10/2001
General Securities Principal Examination

Current Firm

MA
MONMOUTH ADVISORY SERVICES, LLC
MONMOUTH ADVISORY SERVICES, LLC

CRD#: 298603 / SEC#:

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Contact information

Main Address
14 Chukker Cove, Colts Neck, NJ 07722
Mailing Address
Phone number
(732) 795-9980
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

MONMOUTH ADVISORY SERVICES, LLC

CRD#: 298603

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