Unclaimed Profile

Gregory A Myers

FINANCIAL PARTNERS, LLC·SANTA FE, New Mexico

SIE, Series 7, Series 9, Series 10, Series 66CFPClean record19 years registeredFINANCIAL 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 · 19 years registered

Brand Profile

Not yet started

Career History

FINANCIAL PARTNERS, LLC

Mar 2024 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2022 – Feb 2024

AUSTIN, TX

PNC INVESTMENTS

Aug 2021 – Oct 2022

BEE CAVE, TX

PNC MANAGED ACCOUNT SOLUTIONS, INC.

Apr 2021 – Aug 2021

Bernalillo, NM

CHARLES SCHWAB & CO., INC.

Nov 2013 – Jan 2020

Santa Fe, NM

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Jan 2012 – Oct 2013

PHOENIX, AZ

CHARLES SCHWAB & CO., INC.

Mar 2007 – Dec 2011

Santa Fe, NM

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · March 2, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL PARTNERS, LLC

CRD 170002 · SEC 801-110092

AUM

$121M

Regulatory assets under management

Employees

391 client accounts

Services offered by FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL PARTNERS, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

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