Bradley P. Meyer
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.
Bradley Philip Meyer, who also goes by Bradley Phillip Meyer, was a registered financial professional .
Bradley is a previously registered financial professional and started their career in finance in 1979. Bradley had worked at 13 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 11, 2012 - November 27, 2012
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
January 9, 2012 - November 27, 2012
RAYMOND JAMES FINANCIAL SERVICES, INC.
May 5, 2010 - August 10, 2010
NAVY FEDERAL ASSET MANAGEMENT, LLC
April 2, 2010 - August 10, 2010
NAVY FEDERAL INVESTMENT SERVICES, LLC
August 1, 2001 - November 19, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
July 27, 2000 - July 24, 2001
MORGAN STANLEY DW INC.
October 1, 1999 - July 28, 2000
WELLS FARGO CLEARING SERVICES, LLC
May 26, 1998 - October 1, 1999
FIRST UNION CAPITAL MARKETS CORP.
March 4, 1998 - June 6, 1998
GLOBAL BROKERAGE SERVICES, INC.
October 22, 1997 - February 23, 1998
FIRST COLONIAL SECURITIES
July 28, 1992 - October 31, 1997
MEYERS POLLOCK ROBBINS, INC.
October 27, 1988 - November 29, 1991
LARIMER CAPITAL CORPORATION
May 29, 1987 - October 12, 1988
CAPITAL RESOURCES, INC.
August 22, 1979 - February 11, 1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRD#: 149018 / SEC#: 801-69815
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRD#: 149018 / SEC#: 801-69815
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,030,208 |
| AUM (Assets Under Management) | $ 344,868,106,925 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/12/2025 | ||
| 08/21/2024 | ||
| 09/27/2023 |
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.
