Gregory S. Meyer
NEW WAVE FINANCIAL SERVICES
Hermosa Beach, CA
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CRD#: 5841447
Professional summary
Gregory Scott Meyer, CFP®, who also goes by Greg Meyer, Gregory S. Meyer, is a registered financial advisor currently at NEW WAVE FINANCIAL SERVICES located in Hermosa Beach, California.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Gregory has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Biography
Greg Meyer, founder of New Wave Financial Services, is a CPA (Certified Public Accountant) and CFP® (CERTIFIED FINANCIAL PLANNER™ professional), allowing him to address the spectrum of your financial needs. After graduating summa cum laude from the University of Massachusetts, Amherst with his BA in Accounting, Greg began his career Deloitte Tax in NYC and LA, where he assisted high-net-worth individuals and small businesses with tax compliance, international tax planning and provisions.
Greg quickly realized his true passion was creating comprehensive financial strategies for his clients that went beyond tax preparation. He saw the inefficiencies that clients experienced when working with multiple financial professionals, and wanted to create a full-service financial firm for the tech professional, available at reasonable rates.
When he’s not working, Greg loves to travel. He’s been backpacking in Europe and the Mediterranean, and currently lives in Los Angeles, CA, with his wife, Caitlin, daughter Evelyn, and dog Tasman.
Question & Answer
What are your service offerings?
Budgeting
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Corporate Executives
Entrepreneurs
Fixed Fee (Subscription, Retai...
Generation X
High Net Worth Client Needs
Are you a "fiduciary"?
Yes
Aliases
Greg Meyer | Gregory S. Meyer
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.
Name: Greg Meyer, CPA. Investment-Related: No. Address: 1605 Steinhart Avenue, Redondo Beach, CA 90278. Nature: Accounting. Position: Accounting. Start Date: 04/2014. Approximate Hours/Month: 40. Approximate Hours During Securities Trading: 40. Duties: Provide accounting and tax services. Name: Retire Sound, Inc. Investment-Related: Yes. Address: 130 W. 15th St., 11H, New York, NY 10011. Nature: Fin-Tech Provider. Position: Consultant. Start Date: 04/2021. Approximate Hours/Month: 15. Approximate Hours During Securities Trading: 0. Duties: Provide expertise on personal finance and wealth management; product development, including tool, calculator and financial model development; business development, strategy, and business ideation; create content; lead workshops and webinars; assist with recruiting and onboarding of financial advisors; other services as requested.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Scott Meyer's 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®
Start date: 2011
Experience
Current
October 10, 2014 - Present
NEW WAVE FINANCIAL SERVICES
RIA
CRD#: 173224
Hermosa Beach, CA
Past
February 12, 2014 - May 13, 2014
THE GLOWACKI GROUP, LLC
RIA
CRD#: 112143
LOS ANGELES, CA
Past
November 24, 2010 - July 26, 2011
SANFORD C. BERNSTEIN & CO., LLC
BD
CRD#: 104474
SAN FRANCISCO, CA
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".
NEW WAVE FINANCIAL SERVICES
NEW WAVE FINANCIAL SERVICES | NEW WAVE FINANCIAL SERVICES, LLC
CRD#: 173224 / SEC#: 801-134729
RIA
Registered Investment Advisory firm - (11/14/2025 Approved)California
Registered Investment Advisory firm - (10/10/2014 Approved)New York
Registered Investment Advisory firm - (2/16/2023 Approved)Texas
Registered Investment Advisory firm - (2/25/2019 Conditional Restricted)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
California(10/10/2014)
IAR
New York(2/16/2023)
IAR
Texas(2/26/2019)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
NEW WAVE FINANCIAL SERVICES
NEW WAVE FINANCIAL SERVICES | NEW WAVE FINANCIAL SERVICES, LLC
CRD#: 173224 / SEC#: 801-134729
RIA
Registered Investment Advisory firm - (11/14/2025 Approved)California
Registered Investment Advisory firm - (10/10/2014 Approved)New York
Registered Investment Advisory firm - (2/16/2023 Approved)Texas
Registered Investment Advisory firm - (2/25/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Hermosa Beach, CA
Mailing Address
Phone number
(213) 316-8641
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 248 |
| AUM (Assets Under Management) | $ 112,701,587 |
Red Flags
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