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RM

Richard B. Meyer

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CRD#: 333203
RM

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.

Richard Baton Meyer was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1971. Richard had worked at 6 firms and has passed the Series 65, Series 1, Series 53 and Series 27 exams.

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.
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

January 4, 2000 - January 20, 2022

GUYASUTA INVESTMENT ADVISORS, INCORPORATED

RIA
CRD#: 108400
PITTSBURGH, PA
Past

October 11, 1994 - December 31, 1997

BNY MELLON CAPITAL MARKETS, LLC

BD
CRD#: 17454
NEW YORK, NY
Past

March 16, 1983 - June 24, 1994

GUYASUTA INVESTMENT ADVISORS, INCORPORATED

BD
CRD#: 13399
Past

February 1, 1979 - April 4, 1983

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

January 2, 1979 - January 31, 1980

BLYTH EASTMAN DILLON & CO. INCORPORATED

BD
CRD#: 6361
Past

September 15, 1971 - July 18, 1979

MOORE, LEONARD & LYNCH, INCORPORATED

BD
CRD#: 593

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".
GUYASUTA INVESTMENT ADVISORS, INCORPORATED
GUYASUTA INVESTMENT ADVISORS, INCORPORATED
GUYASUTA INVESTMENT ADVISORS, INCORPORATED

CRD#: 108400 / SEC#: 801-47201

RIA
Registered Investment Advisory firm - (8/19/1994 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.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/22/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 1
Date: 8/30/1971
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GUYASUTA INVESTMENT ADVISORS, INCORPORATED
GUYASUTA INVESTMENT ADVISORS, INCORPORATED
GUYASUTA INVESTMENT ADVISORS, INCORPORATED

CRD#: 108400 / SEC#: 801-47201

RIA
Registered Investment Advisory firm - (8/19/1994 Approved)
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Contact information


Main Address
285 Kappa Drive Suite 220, Pittsburgh, PA 15238
Mailing Address
Phone number
(412) 447-4560
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/20/2025)

Regulatory assets under management


Total Number of Accounts1,358
AUM (Assets Under Management)$ 2,353,148,000

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/06/2024
Cover Page
11/13/2023
06/30/2022

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.

Company Information


GUYASUTA INVESTMENT ADVISORS, INCORPORATED

GUYASUTA INVESTMENT ADVISORS, INCORPORATED

CRD#: 108400

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