Unclaimed Profile

Robert David Meyers

MEYERS WEALTH MANAGEMENT, LLC·COLUMBUS, Ohio

SIE, Series 7, Series 63, Series 6523 years registeredMEYERS WEALTH MANAGEMENT, LLC

4100 HORIZONS DRIVE, COLUMBUS, OH 43220CRD# 1409245Firm CRD# 289801

Profile Verification

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

Identity

Robert David Meyers · COLUMBUS, OH

Registration

CRD #1409245 · MEYERS WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MEYERS WEALTH MANAGEMENT, LLC

Oct 2017 – present

WELLS FARGO CLEARING SERVICES, LLC

Jul 2007 – Nov 2017

COLUMBUS, OH

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Mar 2006 – Jul 2007

UPPER ARLINGTON, OH

ADVEST, INC.

Apr 2003 – Mar 2006

UPPER ARLINGTON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 8, 2003

Years registered · 23

Disclosure History

2019Regulatory·Final

2017Employment Separation After Allegations

2005Customer Dispute·Denied

2004Customer Dispute·Denied

1998Customer Dispute·Settled

1998Customer Dispute·Withdrawn

1993Customer Dispute·Award / Judgment

1993Customer Dispute·Settled

1988Customer Dispute·Settled

1987Customer Dispute·Settled

1987Employment Separation After Allegations

11 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MEYERS WEALTH MANAGEMENT, LLC

CRD 289801 · SEC 801-111815

AUM

$1.3B

Regulatory assets under management

Employees

690 client accounts

Services offered by MEYERS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MEYERS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert David Meyers offer?

Robert David Meyers specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in COLUMBUS, Ohio for a consultation.

What are Robert David Meyers's credentials?

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

Where is Robert David Meyers located?

Robert David Meyers is based in COLUMBUS, Ohio, working with MEYERS WEALTH MANAGEMENT, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Robert David Meyers charge for services?

Robert David Meyers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEYERS WEALTH MANAGEMENT, LLC?

MEYERS WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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