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Marjorie Ann Meyer

MEYER MARJORIE ANN·UNIVERSITY PARK, Florida
Clean record30 years registeredMEYER MARJORIE ANN
8106 DUKES WOOD CT, UNIVERSITY PARK, FL 34201CRD# 4717356Firm CRD# 128742

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marjorie Ann Meyer · UNIVERSITY PARK, FL
Registration
CRD #4717356 · MEYER MARJORIE ANN · 30 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MEYER MARJORIE ANN
MEYER INVESTMENT ADVISORY
Oct 1995 – Dec 2017
LAKEWOOD RANCH, FL
02

Registrations & Exams

Registration record
First registered · October 12, 1995
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MEYER MARJORIE ANN
CRD 128742 · SEC 801-64120
AUM
$41M
Regulatory assets under management
Employees
1
206 client accounts
Services offered by MEYER MARJORIE ANN
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MEYER MARJORIE ANN →
Introduction

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Frequently Asked Questions

What services does Marjorie Ann Meyer offer?
Marjorie Ann Meyer specializes in Financial Planning, Investment Management.
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, last registered with MEYER MARJORIE ANN.
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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Nearby cities in Florida
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Research
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