RM
Richard B. Meyers
ADVISORS CAPITAL MANAGEMENT
Green Cove Springs, FL
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CRD#: 6301012
RM
Professional summary
Richard Bryan Meyers, who also goes by Bryan Meyers, is a registered financial advisor currently at ADVISORS CAPITAL MANAGEMENT, LLC located in Green Cove Springs, Florida.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Richard has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bryan Meyers
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.
1) For profit or not for profit: Entity For Profit Name of outside business organization: Gator Tackle Co. LLC Investment related: N Address of business: Green Cove Springs, Florida, 32043 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 3/13/2007 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This is a family owned independent fishing tackle store and guide service. I am the primary investor that focuses on strategic direction and I do not participate in the day to day operations. 2) Name of Business: BMMR Holdings LLC./ Address: 1044 Haynes Ct Green Cove Springs, FL United States 32043./ Investment Related: Yes./ Nature: Personal Holdings partnership./ Role: Partner./ Duty: This is a personal holding company that held residential real estate./ Start Date: 3/10/2017./ Hours Devoted: No. I am the funding partner with no operational duties.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Bryan Meyers'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
March 10, 2025 - Present
ADVISORS CAPITAL MANAGEMENT, LLC
RIA
CRD#: 112266
Green Cove Springs, FL
Past
August 14, 2024 - December 10, 2024
SAX WEALTH ADVISORS, LLC
RIA
CRD#: 119193
JACKSONVILLE, FL
Past
June 19, 2023 - August 22, 2024
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
JACKSONVILLE, FL
Past
June 12, 2023 - August 22, 2024
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
JACKSONVILLE, FL
Past
February 10, 2023 - June 12, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WINTER PARK, FL
Past
March 29, 2022 - June 12, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WINTER PARK, FL
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".
AC
ADVISORS CAPITAL MANAGEMENT, LLC
ACM WEALTH | FOREFRONT WEALTH PLANNING AND ASSET MANAGEMENT | BRIDGEVIEW WEALTH | ADVISORS FINANCIAL CENTER, L.L.C. | ADVISORS CAPITAL MANAGMENT, LLC | ADVISORS CAPITAL MANAGEMENT, LLC
CRD#: 112266 / SEC#: 801-62058
RIA
Registered Investment Advisory firm - (5/16/2003 Approved)Connecticut
Registered Investment Advisory firm - (6/24/2003 Terminated)Florida
Registered Investment Advisory firm - (12/31/2002 Failure to Renew)Kentucky
Registered Investment Advisory firm - (6/16/2003 Terminated)New Jersey
Registered Investment Advisory firm - (6/18/2003 Terminated)New York
Registered Investment Advisory firm - (6/18/2003 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.Highlighted states indicate IAR registrations
IAR
Florida(3/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AC
ADVISORS CAPITAL MANAGEMENT, LLC
ACM WEALTH | FOREFRONT WEALTH PLANNING AND ASSET MANAGEMENT | BRIDGEVIEW WEALTH | ADVISORS FINANCIAL CENTER, L.L.C. | ADVISORS CAPITAL MANAGMENT, LLC | ADVISORS CAPITAL MANAGEMENT, LLC
CRD#: 112266 / SEC#: 801-62058
RIA
Registered Investment Advisory firm - (5/16/2003 Approved)Connecticut
Registered Investment Advisory firm - (6/24/2003 Terminated)Florida
Registered Investment Advisory firm - (12/31/2002 Failure to Renew)Kentucky
Registered Investment Advisory firm - (6/16/2003 Terminated)New Jersey
Registered Investment Advisory firm - (6/18/2003 Terminated)New York
Registered Investment Advisory firm - (6/18/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 Wilsey Square Suite 200, Ridgewood, NJ 07450
Mailing Address
Phone number
(201) 447-3400
Established
Firm type
Fiscal year end
# of Employees
87
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,670 |
| AUM (Assets Under Management) | $ 9,470,063,452 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
