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Marjorie Ann Meyer

MEYER MARJORIE ANN·UNIVERSITY PARK, Florida
Unclaimed Profile
8106 DUKES WOOD CT, UNIVERSITY PARK, FL 34201CRD# 4717356Firm CRD# 128742
01

About

Marjorie Ann Meyer is a registered financial advisor based in UNIVERSITY PARK, Florida, affiliated with MEYER MARJORIE ANN. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MEYER MARJORIE ANN
MEYER INVESTMENT ADVISORY
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MEYER MARJORIE ANN →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4717356
Firm CRD# 128742
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marjorie Ann Meyer offer?
Marjorie Ann Meyer specializes in Financial Planning, Investment Management. Contact their office in UNIVERSITY PARK, Florida for a consultation.
What are Marjorie Ann Meyer's credentials?
Marjorie Ann Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marjorie Ann Meyer located?
Marjorie Ann Meyer is based in UNIVERSITY PARK, Florida, working with MEYER MARJORIE ANN. Their office serves clients in the UNIVERSITY PARK metropolitan area and surrounding communities.
How does Marjorie Ann Meyer charge for services?
Marjorie Ann Meyer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEYER MARJORIE ANN?
MEYER MARJORIE ANN has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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