Unclaimed Profile

Robert Lawrence Meyer

THE ROOSEVELT INVESTMENT GROUP, INC·NEW YORK, New York

Series 1, Series 16, Series 40, Series 65Clean record34 years registeredTHE ROOSEVELT INVESTMENT GROUP, INC

730 THIRD AVENUE, NEW YORK, NY 10017CRD# 333229Firm CRD# 107853

Profile Verification

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

Identity

Robert Lawrence Meyer · NEW YORK, NY

Registration

CRD #333229 · THE ROOSEVELT INVESTMENT GROUP, INC · 34 years registered

Brand Profile

Not yet started

Career History

CORIENT

Feb 2023 – present

ROOSEVELT INVESTMENTS

Jul 2021 – Oct 2024

New York, NY

EHRLICH MEYER ASSOCIATES, INC.

Sep 1991 – Mar 2007

BEDFORD HILLS, NY

Registrations & Exams

FINRA examinations passed

Series 1

Series 16

Series 40

Series 65

Registration record

First registered · September 16, 1991

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE ROOSEVELT INVESTMENT GROUP, LLC

CRD 107853 · SEC 801-38824

AUM

$2.7B

Regulatory assets under management

Employees

1,125 client accounts

Services offered by THE ROOSEVELT INVESTMENT GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THE ROOSEVELT INVESTMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Lawrence Meyer offer?

Robert Lawrence Meyer specializes in Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Robert Lawrence Meyer's credentials?

Robert Lawrence Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Lawrence Meyer located?

Robert Lawrence Meyer is based in NEW YORK, New York, working with THE ROOSEVELT INVESTMENT GROUP, INC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Robert Lawrence Meyer charge for services?

Robert Lawrence Meyer'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 THE ROOSEVELT INVESTMENT GROUP, INC?

THE ROOSEVELT INVESTMENT GROUP, INC has approximately 18 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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