Patrick A. Doss

MEYERS WEALTH MANAGEMENT

Columbus, OH 43220

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CRD#: 4314289

Professional summary

Patrick Adam Doss is a registered financial advisor currently at MEYERS WEALTH MANAGEMENT, LLC located in Columbus, Ohio.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Patrick has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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 Patrick Adam Doss's CRS (Customer Relationship Summary).

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

January 17, 2018 - Present

MEYERS WEALTH MANAGEMENT, LLC

Office #1: 4100 Horizons Drive Suite 101, Columbus, OH 43220

RIA

CRD#: 289801

Columbus, OH

Past

November 19, 2013 - January 25, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

COLUMBUS, OH

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".

MEYERS WEALTH MANAGEMENT, LLC

CRD#: 289801 / SEC#: 801-111815

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

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

Ohio
(1/17/2018)

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 66

Date: 3/25/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/25/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/2013

General Securities Representative Examination

Current Firm

MEYERS WEALTH MANAGEMENT, LLC

CRD#: 289801 / SEC#: 801-111815

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

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Contact information

Main Address

5005 Horizons Drive Suite 200, Columbus, OH 43220

Mailing Address

Phone number

(614) 442-6787

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B - SUPPLEMENTAL BROCHURE FOR MARTIN M. MEYERS (11/5/2025)

FORM ADV PART 2B- SUPPLEMENTAL BROCHURE FOR ABIGAIL MEYERS (11/5/2025)

PART 2B - ALEXANDRA MEYERS - SUPPLEMENTAL BROCHURE (11/5/2025)

PATRICK A. DOSS - FORM ADV PART 2B SUPPLEMENTAL BROCHURE (11/5/2025)

MEYERS WEALTH MANAGEMENT, LLC - FIRM BROCHURE (11/5/2025)

FORM ADV PART 2B- SUPPLEMENTAL BROCHURE FOR NATALIE BRAUN (11/5/2025)

FORM ADV PART 2B - SUPPLEMENTAL BROCHURE FOR BENJAMIN MELNICK (11/5/2025)

MEYERS WEALTH MANAGEMENT, LLC - PORTFOLIO MANAGEMENT WRAP-FEE PROGRAM (11/5/2025)

FORM ADV PART 2B - SUPPLEMENTAL BROCHURE FOR KAREN E. KEHRES (11/5/2025)

FORM ADV PART 2B - SUPPLEMENTAL BROCHURE FOR MATTHEW D. MEYERS (11/5/2025)

FORM ADV PART 2B - SUPPLEMENTAL BROCHURE FOR ROBERT D. MEYERS (11/5/2025)

Regulatory assets under management

Total Number of Accounts	728
AUM (Assets Under Management)	$ 1,609,700,000

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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Patrick A. Doss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Adam Doss's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEYERS WEALTH MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

MEYERS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/25/2019

SIE

Date: 1/25/2018

Series 7

Date: 11/18/2013

Current Firm

MEYERS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEYERS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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