Kimberly Meyer
Professional Summary
Kimberly Meyer, who also goes by Kimberly A Meyer, is a registered financial advisor currently at M&T SECURITIES, INC. located in Buffalo, New York. Kimberly is registered as a RR (Registered Representative) and started their career in finance in 2011. Kimberly has worked at 1 firm and has passed the Series 82TO, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kimberly A Meyer
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Contact Information
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Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
M&T DISCOUNT BROKERAGE SERVICES, INC. | M&T SECURITIES, INC.
Contact Information
Main Address
1 Light Street Suite 2000, Buffalo, NY 14202Mailing Address
1 Light Street, Baltimore, MD 21202Phone Number
(410) 244-4307Established
New York since 11/13/1985Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
901FINRA licenses (24 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| M&T BANK CORPORATION | SHAREHOLDER | — |
| BRETT, MICHELLE THERESE | DIRECTOR | 7965730 |
| COLLINS, ATWOOD III | DIRECTOR | 5634496 |
| DETTMANN, BRIAN JOHN | DIRECTOR | 4659106 |
| GIORGIO, HUGH EVANS | DIRECTOR | 7535939 |
| HOGAN, PAUL JOSEPH | DIRECTOR | 2849151 |
| JENNINGS, RACHEL MENN | DIRECTOR | 3265541 |
| PETRUS, TANYA MARIE | PRINCIPAL FINANCIAL OFFICER/FINOP | 4848556 |
| REILLY, MICHAEL MACKAY | DIRECTOR | 4575618 |
| REMORENKO, ALEXSANDRA | PRESIDENT | 5699601 |
| REMORENKO, ALEXSANDRA | CHIEF COMPLIANCE OFFICER | 5699601 |
Disclosures
Regulatory Event
6Arbitration
1Bond
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jul 2023About the Series 82TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kimberly Meyer's CRS (Customer Relationship Summary).
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