CM
Christopher W. Meyer
WEALTH QUARTERBACK LLC
Toms River, NJ 08753
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CRD#: 5999135
CM
Professional summary
Christopher William Meyer, who also goes by Christopher Meyer, is a registered financial advisor currently at WEALTH QUARTERBACK LLC located in Toms River, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Toms River, New Jersey.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Christopher has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher 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.
Wealth Quarter Back LLC - Investment Related - 1400 Hooper Avenue Toms River NJ - RIA _ Advisor - 04/2016 - 150 Hrs/Mos, 150 Trading Hrs. - Advise clients on investments || Jalinski Advisory Group - Investment Related - 1400 Hooper Avenue Toms River NJ - Fixed Insurance - Agent - 01/2012 - 50 Hrs/Mos, 50 during Trading Hrs. - Insurance Agent Meyer Capital Management LLC - Investment Related - 1400 Hooper Avenue, Toms River, NJ - Managing Member - 2/2019 - Holding company to receive insurance commissions and advisory fees.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher William 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®
NoneExperience
Current
April 8, 2016 - Present
WEALTH QUARTERBACK LLC
Office #1: 1400 Hooper Ave, Toms River, NJ 08753RIA
CRD#: 282967
Toms River, NJ
Current
July 30, 2021 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1400 Hooper Ave., Toms River, NJ 08753BD
CRD#: 35747
Toms River, NJ
Past
February 17, 2017 - December 31, 2020
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
Toms River, NJ
Past
March 4, 2014 - May 6, 2016
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
TOMS RIVER, NJ
Past
October 4, 2013 - May 6, 2016
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
TOMS RIVER, NJ
Past
July 26, 2012 - October 22, 2013
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
TOMS RIVER, NJ
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".
WQ
WEALTH QUARTERBACK LLC
WEALTH QUARTERBACK LLC | WEALTH QUARTERBACK. LLC
CRD#: 282967 / SEC#: 801-117034
RIA
Registered Investment Advisory firm - (7/25/2019 Approved)Connecticut
Registered Investment Advisory firm - (8/7/2019 Terminated)New Jersey
Registered Investment Advisory firm - (8/6/2019 Terminated)New York
Registered Investment Advisory firm - (7/25/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/26/2019 Terminated)Texas
Registered Investment Advisory firm - (7/25/2019 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(11/7/2023)
IAR
Connecticut(6/1/2017)
RR
Connecticut(7/30/2021)
RR
Delaware(7/30/2021)
IAR
Florida(6/10/2021)
RR
Florida(7/30/2021)
RR
Minnesota(7/30/2021)
RR
New Hampshire(7/30/2021)
IAR
New Jersey(4/8/2016)
RR
New Jersey(7/30/2021)
IAR
New York(6/2/2021)
RR
New York(7/30/2021)
IAR
North Carolina(5/26/2020)
RR
North Carolina(7/30/2021)
RR
Ohio(7/30/2021)
IAR
Pennsylvania(5/26/2020)
RR
Pennsylvania(7/30/2021)
IAR
South Carolina(5/26/2020)
RR
South Carolina(7/30/2021)
IAR
Texas(5/26/2020)
RR
Texas(7/30/2021)
IAR
Virginia(5/26/2020)
RR
Virginia(7/30/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WQ
WEALTH QUARTERBACK LLC
WEALTH QUARTERBACK LLC | WEALTH QUARTERBACK. LLC
CRD#: 282967 / SEC#: 801-117034
RIA
Registered Investment Advisory firm - (7/25/2019 Approved)Connecticut
Registered Investment Advisory firm - (8/7/2019 Terminated)New Jersey
Registered Investment Advisory firm - (8/6/2019 Terminated)New York
Registered Investment Advisory firm - (7/25/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/26/2019 Terminated)Texas
Registered Investment Advisory firm - (7/25/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1400 Hooper Ave, Toms River, NJ 08753
Mailing Address
Phone number
(732) 965-8190
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,678 |
| AUM (Assets Under Management) | $ 331,823,464 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTH QUARTERBACK LLC
CRD#: 282967Toms River, NJ 08753TRUST BUT VERIFY
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