Sean R. Meyeres

Q3 ADVISORS

Scottsdale, AZ

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CRD#: 5073170

Professional summary

Sean R Meyeres, CFP®, who also goes by Sean Raymond Meyeres, is a registered financial advisor currently at Q3 ADVISORS, LLC located in Scottsdale, Arizona.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Sean has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sean Raymond Meyeres

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 Sean R Meyeres'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®

CRD#: 5393

Phoenix, AZ

Past

May 19, 2006 - August 28, 2017

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

February 15, 2006 - August 28, 2017

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

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".

Q3 ADVISORS, LLC

CRAIG G WEAR | Q3 ADVISORS, LLC

CRD#: 284220 / SEC#: 801-129519

RIA

Registered Investment Advisory firm - (2/21/2024 Approved)

Arizona

Registered Investment Advisory firm - (4/17/2024 Terminated)

California

Registered Investment Advisory firm - (5/17/2024 Terminated)

Florida

Registered Investment Advisory firm - (4/17/2024 Terminated)

Illinois

Registered Investment Advisory firm - (4/17/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (4/26/2024 Terminated)

Michigan

Registered Investment Advisory firm - (4/30/2024 Terminated)

Minnesota

Registered Investment Advisory firm - (4/22/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (4/17/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/17/2024 Terminated)

Virginia

Registered Investment Advisory firm - (5/9/2024 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

Arizona
(7/10/2025)

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

Series 63

Date: 6/7/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/3/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/18/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/13/2015

General Securities Principal Examination

Current Firm

Q3 ADVISORS, LLC

CRAIG G WEAR | Q3 ADVISORS, LLC

CRD#: 284220 / SEC#: 801-129519

RIA

Registered Investment Advisory firm - (2/21/2024 Approved)

Arizona

Registered Investment Advisory firm - (4/17/2024 Terminated)

California

Registered Investment Advisory firm - (5/17/2024 Terminated)

Florida

Registered Investment Advisory firm - (4/17/2024 Terminated)

Illinois

Registered Investment Advisory firm - (4/17/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (4/26/2024 Terminated)

Michigan

Registered Investment Advisory firm - (4/30/2024 Terminated)

Minnesota

Registered Investment Advisory firm - (4/22/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (4/17/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/17/2024 Terminated)

Virginia

Registered Investment Advisory firm - (5/9/2024 Terminated)

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Contact information

Main Address

Arvada, CO

Mailing Address

7314 Ralston Rd, Arvada, CO 80002

Phone number

(720) 730-9892

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (11/12/2025)

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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Firm Stability Insights

Sean R. Meyeres

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean R Meyeres's CRS (Customer Relationship Summary).

Certified licenses

Experience

ILLUMINATION WEALTH MANAGEMENT

MARINER WEALTH

Q3 ADVISORS, LLC

DEW WEALTH MANAGEMENT

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

USAA FINANCIAL ADVISORS, INC.

USAA FINANCIAL PLANNING SERVICES

Primary Firm SEC Registration

Q3 ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/7/2006

Series 65

Date: 2/3/2006

SIE

Date: 10/1/2018

Series 7

Date: 5/18/2006

Series 24

Date: 8/13/2015

Current Firm

Q3 ADVISORS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

Q3 ADVISORS, LLC

TRUST BUT VERIFY

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