David S. Meyers

MEYERS WEALTH MANAGEMENT

Palo Alto, CA 94306

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CRD#: 3202058

Professional summary

David Seth Meyers, CFP® is a registered financial advisor currently at MEYERS WEALTH MANAGEMENT located in Palo Alto, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Planning

Tax Planning

Comprehensive Financial Planni...

Estate Planning

Investment Planning

Do you have an area of expertise or specialization?

AUM

Hourly

Medical Professionals

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Tax Planning

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Seth Meyers'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

November 17, 2008 - Present

MEYERS WEALTH MANAGEMENT

Office #1: 441 California Ave Suite 7, Palo Alto, CA 94306

RIA

CRD#: 148734

Palo Alto, CA

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

California
(11/12/2009)

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: 10/3/2008

Uniform Investment Adviser Law Examination

Current Firm

MEYERS WEALTH MANAGEMENT

DAVID S. MEYERS | MEYERS, DAVID SETH | MEYERS WEALTH MANAGEMENT | MEYERS FINANCIAL ADVISORS | DAVID SETH MEYERS

CRD#: 148734 / SEC#:

California

Registered Investment Advisory firm - (11/12/2009 Approved)

Massachusetts

Registered Investment Advisory firm - (12/3/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

441 California Ave Suite 7, Palo Alto, CA 94306

Mailing Address

Phone number

(800) 993-2994

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	145
AUM (Assets Under Management)	$ 82,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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David S. Meyers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Seth Meyers's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEYERS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2008

Current Firm

MEYERS WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MEYERS WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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