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Victor Joseph Meyer

CONCANNON WEALTH MANAGEMENT, LLC·BETHLEHEM, Pennsylvania
Clean recordCONCANNON WEALTH MANAGEMENT, LLC
1525 VALLEY CENTER PARKWAY, BETHLEHEM, PA 18017CRD# 4545504Firm CRD# 158681

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Victor Joseph Meyer · BETHLEHEM, PA
Registration
CRD #4545504 · CONCANNON WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Victor Joseph Meyer is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with CONCANNON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CORBENIC PARTNERS, LLC
CORBENIC PARTNERS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4545504
Firm CRD# 158681
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Victor Joseph Meyer offer?
Victor Joseph Meyer specializes in Financial Planning, Investment Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are Victor Joseph Meyer's credentials?
Victor Joseph Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Victor Joseph Meyer located?
Victor Joseph Meyer is based in BETHLEHEM, Pennsylvania, working with CONCANNON WEALTH MANAGEMENT, LLC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.
How does Victor Joseph Meyer charge for services?
Victor Joseph Meyer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCANNON WEALTH MANAGEMENT, LLC?
CONCANNON WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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