John Patrick Meyer
CFP®Professional Summary
John Patrick Meyer, CFP® is a registered financial advisor currently at MEYER CAPITAL MANAGEMENT LLC. located in Cincinnati, Ohio. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. John has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
MEYER CAPITAL MANAGEMENT INC | MEYER CAPITAL MANAGEMENT LLC.
Contact Information
Main Address
7655 Five Mile Road Suite 209, Cincinnati, OH 45230Phone Number
(513) 772-3600# of Employees
7SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
353AUM (Assets Under Management)
$190,762,272Similar Advisors
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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 advisor shows no other business activity.
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CAPITAL ADVISORY SERVICES, LLC
Primary Firm SEC Registration
MEYER CAPITAL MANAGEMENT INC | MEYER CAPITAL MANAGEMENT LLC.
State Registrations and Notice Filings
(5/18/2015)
(10/22/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Meyer's CRS (Customer Relationship Summary).
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CAPITAL ADVISORY SERVICES, LLC
