Chad N. Meyers
Professional summary
Chad Nolan Meyers is a registered financial professional currently at MCNALLY FINANCIAL SERVICES CORPORATION located in San Antonio, Texas.
Chad is registered as a RR (Registered Representative) and started their career in finance in 2014. Chad has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Chad Nolan Meyers's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 23, 2022 - Present
MCNALLY FINANCIAL SERVICES CORPORATION
Office #1: 16414 San Pedro Suite 930, San Antonio, TX 78232February 11, 2014 - July 9, 2021
GROVE POINT INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/23/2022)
(11/1/2024)
(3/26/2024)
Exams
FINRA
Current Firm
MCNALLY FINANCIAL SERVICES CORPORATION
CRD#: 121196 / SEC#: , 8-65388
Contact information
FINRA licenses (44 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MCNALLY, DAVID DORN | CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER | 839798 |
Regulatory assets under management
| Total Number of Accounts | 142 |
| AUM (Assets Under Management) | $ 25,149,615 |
Disclosures
| Regulatory Event | 5 |
Red Flags
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