Doralee G. Meyer
Professional summary
Doralee Grace Meyer, CFP®, who also goes by Doralee Grace Coehoorn, Doralee Grace Meyer, is a registered financial advisor currently at MERINO WEALTH MANAGEMENT located in Tempe, Arizona.
Doralee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Doralee has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Doralee Grace Meyer's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 6, 2026 - Present
MERINO WEALTH MANAGEMENT
December 23, 2021 - November 1, 2023
WELLACRE GLOBAL WEALTH ADVISORS
May 20, 2019 - December 9, 2021
PARK PIEDMONT ADVISORS LLC
June 25, 2014 - April 10, 2017
ASSOCIATED INVESTMENT SERVICES, INC.
June 25, 2014 - April 10, 2017
ASSOCIATED INVESTMENT SERVICES, INC.
June 25, 2012 - June 18, 2014
WOODBURY FINANCIAL SERVICES, INC.
June 25, 2012 - June 18, 2014
WOODBURY FINANCIAL SERVICES, INC.
July 25, 2008 - September 16, 2010
MML INVESTORS SERVICES, LLC
June 27, 2008 - September 16, 2010
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/6/2026)
Exams
Current Firm
MERINO WEALTH MANAGEMENT
CRD#: 317535 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 383 |
| AUM (Assets Under Management) | $ 49,884,206 |
Red Flags
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