Eric G. Meyers
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Eric Gordon Meyers was a registered financial professional .
Eric is a previously registered financial professional and started their career in finance in 1978. Eric had worked at 6 firms and has passed the Series 65, Series 63, Series 22TO, Series 6TO, Series 99TO, SIE, Series 7, Series 1, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 1, 2021 - July 31, 2025
GROVE POINT ADVISORS, LLC
June 1, 2005 - September 5, 2006
EQUITABLE ADVISORS, LLC
February 6, 2002 - June 1, 2005
MONY SECURITIES CORPORATION
July 8, 1999 - April 1, 2021
GROVE POINT INVESTMENTS, LLC
July 2, 1996 - January 17, 2002
MONY SECURITIES CORPORATION
September 29, 1995 - October 2, 2009
MYD MARKET, INC
February 23, 1982 - July 31, 2025
GROVE POINT INVESTMENTS, LLC
September 27, 1978 - February 19, 1987
MONY SECURITIES CORPORATION
September 27, 1978 - April 24, 1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationSeries 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 1
Date: 9/19/1978
Registered Representative ExaminationCurrent Firm
GROVE POINT ADVISORS, LLC
CRD#: 313171 / SEC#: 801-56879
Contact information
Regulatory assets under management
| Total Number of Accounts | 9,556 |
| AUM (Assets Under Management) | $ 2,470,347,917 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 10/26/2023 | ||
| 02/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
