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Michael Francis Meara

PACIFIC MOUNTAIN ADVISORS, INC.·SCOTTS VALLEY, California
SIE, Series 6, Series 7, Series 7TO, Series 22, Series 63, Series 6525 years registeredPACIFIC MOUNTAIN ADVISORS, INC.
5619 SCOTTS VALLEY DRIVE, SCOTTS VALLEY, CA 95066CRD# 1317607Firm CRD# 112822

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Francis Meara · SCOTTS VALLEY, CA
Registration
CRD #1317607 · PACIFIC MOUNTAIN ADVISORS, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

RBF WEALTH ADVISORS
Feb 2023 – present
SECURIAN FINANCIAL SERVICES, INC.
Jul 2021 – Jan 2023
ST. LOUIS, MO
NEXUS WEALTH ADVISORS, LLC
Mar 2014 – Mar 2017
SANTA CRUZ, CA
PACIFIC MOUNTAIN ADVISORS, INC.
Jan 2010 – Dec 2015
SANTA CRUZ, CA
PACIFIC MOUNTAIN ADVISORS, INC.
Jun 2001 – Dec 2005
SCOTTS VALLEY, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 7TO
Series 22
Series 63
Series 65
Registration record
First registered · June 20, 2001
Years registered · 25
03

Disclosure History

2016Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PACIFIC MOUNTAIN ADVISORS, INC.
CRD 112822 · SEC 801-71531
AUM
$43M
Regulatory assets under management
Employees
1
397 client accounts
Services offered by PACIFIC MOUNTAIN ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PACIFIC MOUNTAIN ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Michael Francis Meara offer?
Michael Francis Meara specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTS VALLEY, California for a consultation.
What are Michael Francis Meara's credentials?
Michael Francis Meara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Francis Meara located?
Michael Francis Meara is based in SCOTTS VALLEY, California, working with PACIFIC MOUNTAIN ADVISORS, INC.. Their office serves clients in the SCOTTS VALLEY metropolitan area and surrounding communities.
How does Michael Francis Meara charge for services?
Michael Francis Meara's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC MOUNTAIN ADVISORS, INC.?
PACIFIC MOUNTAIN ADVISORS, INC. has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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