Eryn S. Myers

TURTLE CREEK WEALTH ADVISORS

Austin, TX 78746

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CRD#: 5552729

Professional summary

Eryn Shealy Myers, who also goes by Eryn M Shealy, Eryn Michelle Shealy, is a registered financial advisor currently at TURTLE CREEK WEALTH ADVISORS, LLC located in Austin, Texas.

Eryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Eryn has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eryn M Shealy | Eryn Michelle Shealy

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.

Ms. Myers serves as the Vice President Investment Officer for the Basis Endowment Foundation, located in Montecito, California. This position is investment-related. She does not have regular duties for the Basis Endowment Foundation, but she could be called upon to provide input on finance related matters. Ms. Myers devotes up to one hour per month to her duties with the Basis Endowment Foundation and zero hours per week to such duties during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eryn Shealy 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®

None

Experience

Current

March 1, 2023 - Present

TURTLE CREEK WEALTH ADVISORS, LLC

Office #1: 6300 Bee Cave Road Building One, Austin, TX 78746

RIA

CRD#: 322998

Austin, TX

Past

January 4, 2019 - June 30, 2022

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

RIA

CRD#: 298422

AUSTIN, TX

Past

January 2, 2019 - June 24, 2022

KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898

Dallas, TX

Past

October 14, 2016 - December 31, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

AUSTIN, TX

Past

September 6, 2016 - December 31, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

AUSTIN, TX

Past

January 6, 2016 - July 5, 2016

ZIONS CAPITAL ADVISORS, INC.

RIA

CRD#: 131308

Houston, TX

Past

July 29, 2010 - December 31, 2015

AMEGY INVESTMENTS, INC.

RIA

CRD#: 120145

HOUSTON, TX

Past

July 1, 2008 - August 24, 2010

DOLIVER ADVISORS, L.P.

RIA

CRD#: 106247

HOUSTON, TX

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".

TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998 / SEC#: 801-127123

RIA

Registered Investment Advisory firm - (1/3/2023 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

Texas
(3/1/2023)

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: 9/30/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/10/2008

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: 9/6/2016

General Securities Representative Examination

Current Firm

TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998 / SEC#: 801-127123

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

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Contact information

Main Address

2828 N. Harwood Street Suite 1250, Dallas, TX 75201

Mailing Address

Phone number

(214) 214-3110

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TURTLE CREEK WEALTH ADVISORS LLC FORM ADV PART 2A BROCHURE (10/17/2025)

Regulatory assets under management

Total Number of Accounts	838
AUM (Assets Under Management)	$ 1,712,227,523

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

Eryn S. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eryn Shealy Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

KINGSWOOD CAPITAL PARTNERS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

ZIONS CAPITAL ADVISORS, INC.

AMEGY INVESTMENTS, INC.

DOLIVER ADVISORS, L.P.

Primary Firm SEC Registration

TURTLE CREEK WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/30/2016

Series 65

Date: 6/10/2008

SIE

Date: 10/1/2018

Series 7

Date: 9/6/2016

Current Firm

TURTLE CREEK WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TURTLE CREEK WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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