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Joseph Kelly Meyer

COMPASS ADVISORS, LLC·MIAMI, Florida
Unclaimed Profile
1395 BRICKELL AVE, MIAMI, FL 33131-3302CRD# 702993Firm CRD# 107317
01

About

Joseph Kelly Meyer is a registered financial advisor based in MIAMI, Florida, affiliated with COMPASS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
COMPASS ADVISORS, LLC
COMPASS ADVISORS, LLC
AUM
$831M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at COMPASS ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 702993
Firm CRD# 107317
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Kelly Meyer offer?
Joseph Kelly Meyer specializes in Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Joseph Kelly Meyer's credentials?
Joseph Kelly Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Kelly Meyer located?
Joseph Kelly Meyer is based in MIAMI, Florida, working with COMPASS ADVISORS, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Joseph Kelly Meyer charge for services?
Joseph Kelly Meyer'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 COMPASS ADVISORS, LLC?
COMPASS ADVISORS, LLC has approximately 1 employees and manages $831M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in FloridaNational Fee Analysis
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