Unclaimed Profile

Gregory A Myers

FINANCIAL PARTNERS, LLC·SANTA FE, New Mexico

Clean recordFINANCIAL PARTNERS, LLC

613 OLD SANTA FE TRAIL, SANTA FE, NM 87505CRD# 4625574Firm CRD# 170002

Profile Verification

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

Identity

Gregory A Myers · SANTA FE, NM

Registration

CRD #4625574 · FINANCIAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gregory A Myers is a registered financial advisor based in SANTA FE, New Mexico, affiliated with FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Gregory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gregory is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FINANCIAL PARTNERS, LLC

AUM

$121M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4625574

Firm CRD# 170002

View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA FE?

Browse all registered financial advisors in SANTA FE, New Mexico or claim this profile if it's yours.

Browse SANTA FE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gregory A Myers offer?

Gregory A Myers specializes in Financial Planning, Investment Management. Contact their office in SANTA FE, New Mexico for a consultation.

What are Gregory A Myers's credentials?

Gregory A Myers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory A Myers located?

Gregory A Myers is based in SANTA FE, New Mexico, working with FINANCIAL PARTNERS, LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.

How does Gregory A Myers charge for services?

Gregory A Myers'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 FINANCIAL PARTNERS, LLC?

FINANCIAL PARTNERS, LLC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →