Matthew S. Meyer

DDS INVESTMENT MANAGEMENT

Northbrook, IL 60062

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CRD#: 5911271

Professional summary

Matthew S Meyer CPA, who also goes by Matthew S Meyer, is a registered financial advisor currently at DDS INVESTMENT MANAGEMENT, INC. located in Northbrook, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew 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.

THE DOLINS GROUP, LTD.//NON INV-REL//421 HUEL ROAD, NORTHBROOK, IL 60062//CPA FIRM//PARTNER//6/2001//PRIMARY BUSINESS-40 HRS WKLY//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew S Meyer CPA'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®

None

Experience

Current

September 27, 2011 - Present

DDS INVESTMENT MANAGEMENT, INC.

Office #1: 425 Huehl Road Bldg 21, Northbrook, IL 60062

RIA

CRD#: 115503

Northbrook, IL

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

Illinois
(9/27/2011)

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

IAR

Series 65

Date: 9/26/2011

Uniform Investment Adviser Law Examination

Current Firm

DDS INVESTMENT MANAGEMENT, INC.

CRD#: 115503 / SEC#:

Arizona

Registered Investment Advisory firm - (12/12/2012 Terminated)

California

Registered Investment Advisory firm - (1/11/2013 Terminated)

Illinois

Registered Investment Advisory firm - (10/16/2001 Approved)

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).

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Contact information

Main Address

425 Huehl Road Bldg 21, Northbrook, IL 60062

Mailing Address

Phone number

(847) 498-1040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew S. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew S Meyer CPA's CRS (Customer Relationship Summary).

Certified licenses

Experience

DDS INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2011

Current Firm

DDS INVESTMENT MANAGEMENT, INC.

Contact information

Documents

Red Flags

Company Information

DDS INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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