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Douglas Michael Meyer

Meyer Gates Financial Advisors, Inc

West Chester, OH

CRD 6606839

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Employer firm

Meyer Gates Financial Advisors, Inc CRD 125046

$169M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Meyer Gates Financial Advisors, Inc

9078 Union Centre Blvd. Suite 350, West Chester, OH 45069 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-11-21
  • OH RA
    APPROVED
    Since 2016-11-21

Branch Locations

9078 Union Centre Blvd. Suite 350, West Chester, OH 45069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ss+D Financial, Inc. Dayton OH 10/2014 Present
  • 10/2014 → Present
    Ss+D Financial, Inc.
    Dayton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-12
  • S65 Uniform Investment Adviser Law Examination
    2015-10-12

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
SOUTHLAND EQUITY PARTNERS, LLC.
HORNOR, TOWNSEND & KENT, LLC

Nearby Investors

TRACY DONALD JONES
THOMAS DAVID EBNER
ROBERT MICHAEL LESHNAK

Nearby Offices

OSAIC WEALTH, INC. · WEST CHESTER, OH
SOUTHLAND EQUITY PARTNERS, LLC. · West Chester, OH
OSAIC WEALTH, INC. · WEST CHESTER, OH

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