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Meyer Gates Financial Advisors, Inc CRD 125046
$169M regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9078 Union Centre Blvd. Suite 350, West Chester, OH 45069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-24 |
| OH | RA | APPROVED | 2018-11-28 |
Branch Locations
9100 West Chester Towne Centre Drive, West Chester, OH 45069 • United States
9078 Union Centre Blvd. Suite 350, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ss&D Financial | Dayton | OH | 05/2018 | Present |
| Principal Financial Group | Cincinnati | OH | 09/2016 | 05/2018 |
| American Financial Group | Cincinnati | OH | 04/2012 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-09 |
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