Unclaimed Profile

Allan Jay Meyers

AMBS INVESTMENT COUNSEL LLC·GRAND RAPIDS, Michigan

SIE, Series 7, Series 63CFAClean record16 years registeredAMBS INVESTMENT COUNSEL LLC

625 KENMOOR SE, GRAND RAPIDS, MI 49546CRD# 4372535Firm CRD# 106381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allan Jay Meyers · GRAND RAPIDS, MI

Registration

CRD #4372535 · AMBS INVESTMENT COUNSEL LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMBS INVESTMENT COUNSEL LLC

CITY NATIONAL ROCHDALE

Dec 2013 – Jan 2017

GRAND RAPIDS, MI

AMBS INVESTMENT COUNSEL LLC

Jul 2010 – Dec 2013

GRAND RAPIDS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · July 2, 2010

Years registered · 16

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMBS INVESTMENT COUNSEL LLC

CRD 106381 · SEC 801-49983

AUM

$476M

Regulatory assets under management

Employees

248 client accounts

Services offered by AMBS INVESTMENT COUNSEL LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AMBS INVESTMENT COUNSEL LLC →

Introduction

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Frequently Asked Questions

What services does Allan Jay Meyers offer?

Allan Jay Meyers specializes in Investment Management, Wealth Management.

What are Allan Jay Meyers's credentials?

Allan Jay Meyers holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Allan Jay Meyers located?

Allan Jay Meyers is based in GRAND RAPIDS, Michigan, last registered with AMBS INVESTMENT COUNSEL LLC.

How does Allan Jay Meyers charge for services?

Allan Jay Meyers's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMBS INVESTMENT COUNSEL LLC?

AMBS INVESTMENT COUNSEL LLC has approximately 8 employees and manages $476M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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