Gregory A. Myers

FINANCIAL PARTNERS

Santa Fe, NM 87505

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CRD#: 4625574

Professional summary

Gregory A Myers, CFP®, who also goes by Gregory Myers, Greg Adam Myers, Greg Myers, Gregory Adam Myers, is a registered financial advisor currently at FINANCIAL PARTNERS, LLC located in Santa Fe, New Mexico.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gregory has worked at 12 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Myers | Greg Adam Myers | Greg Myers | Gregory Adam Myers

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 Gregory A Myers'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®

CFP^®

Certified Financial Planner

Experience

Current

March 8, 2024 - Present

FINANCIAL PARTNERS, LLC

Office #1: 613 Old Santa Fe Trail, Santa Fe, NM 87505

RIA

CRD#: 170002

Santa Fe, NM

Past

December 14, 2022 - February 8, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

AUSTIN, TX

Past

December 14, 2022 - February 8, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

AUSTIN, TX

Past

August 18, 2021 - October 19, 2022

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

BEE CAVE, TX

Past

August 16, 2021 - October 19, 2022

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

BEE CAVE, TX

Past

April 30, 2021 - August 17, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

Bernalillo, NM

Past

April 20, 2021 - August 16, 2021

BBVA SECURITIES INC.

CRD#: 27060

ALBUQUERQUE, NM

Past

November 15, 2013 - January 2, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Santa Fe, NM

Past

January 3, 2012 - October 17, 2013

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

PHOENIX, AZ

Past

March 2, 2007 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Santa Fe, NM

Past

March 2, 2007 - January 2, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Santa Fe, NM

Past

September 20, 2006 - March 5, 2007

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

GLENDALE, AZ

Past

March 7, 2006 - July 27, 2006

CETERA ADVISORS LLC

CRD#: 10299

SURPRISE, AZ

Past

January 20, 2004 - August 10, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

March 14, 2003 - May 5, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 14, 2003 - May 5, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, 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".

FINANCIAL PARTNERS, LLC

FINANCIAL PARTNERS, LLC | NEW MEXICO FINANCIAL PARTNERS, LLC | GRENADIER FINANCIAL

CRD#: 170002 / SEC#: 801-110092

RIA

Registered Investment Advisory firm - (3/6/2017 Approved)

California

Registered Investment Advisory firm - (4/14/2017 Terminated)

Colorado

Registered Investment Advisory firm - (3/17/2017 Terminated)

New Mexico

Registered Investment Advisory firm - (3/15/2017 Terminated)

Texas

Registered Investment Advisory firm - (3/15/2017 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).

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

New Mexico
(3/8/2024)

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: 4/8/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/12/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/27/2008

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/15/2007

General Securities Sales Supervisor - Options Module Examination

Current Firm

FINANCIAL PARTNERS, LLC

FINANCIAL PARTNERS, LLC | NEW MEXICO FINANCIAL PARTNERS, LLC | GRENADIER FINANCIAL

CRD#: 170002 / SEC#: 801-110092

RIA

Registered Investment Advisory firm - (3/6/2017 Approved)

California

Registered Investment Advisory firm - (4/14/2017 Terminated)

Colorado

Registered Investment Advisory firm - (3/17/2017 Terminated)

New Mexico

Registered Investment Advisory firm - (3/15/2017 Terminated)

Texas

Registered Investment Advisory firm - (3/15/2017 Terminated)

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Contact information

Main Address

613 Old Santa Fe Trail, Santa Fe, NM 87505

Mailing Address

Phone number

(505) 795-7910

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NMFP FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	460
AUM (Assets Under Management)	$ 145,637,622

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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Advisor Monitoring

Firm Stability Insights

Gregory A. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory A Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA SECURITIES INC.

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

FARMERS FINANCIAL SOLUTIONS, LLC

CETERA ADVISORS LLC

EDWARD JONES

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2003

SIE

Date: 10/1/2018

Series 7

Date: 3/12/2003

Series 10

Date: 5/27/2008

Series 9

Date: 10/15/2007

Current Firm

FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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