William M Meyer

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 11/2018
  J.P. Morgan Securities Llc
  Rockvile Center, NY
• 12/2018 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oyster Bay, NY
• 12/2018 → 06/2023
  Bank Of America, N.A.
  Oyster Bay, NY
• 06/2023 → Present
  Lpl Financial Llc
  Oyster Bay, NY
• 06/2023 → Present
  Bethpage Federal Cu
  Glen Cove, NY

Previous Registrations

• 2019-01-02 → 2023-06-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oyster Bay, NY
  Woodbury, NY
  Oyster Bay, NY
  Woodbury, NY
  Oyster Bay, NY
  Huntington, NY
• 2012-10-01 → 2018-11-07
  J.P. Morgan Securities Llc
  Rockville Center, NY
  Rockville Centre, NY
  Freeport, NY
  Freeport, NY
  East Rockaway, NY
  Rockville Center, NY
  Baldwin, NY
  Freeport, NY
  Rockville Centre, NY
• 2012-03-26 → 2012-10-01
  Chase Investment Services Corp.
  Rockvile Center, NY
  Rockville Centre, NY
• 2003-11-20 → 2012-02-29
  Bny Mellon Securities Corporation
  Uniondale, NY
  Uniondale, NY

Other Businesses

1) 03/12/2025 - FourLeaf Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-01
• S63 Uniform Securities Agent State Law Examination
  1991-08-26

Other Names

• William Michael Meyer
• William M Meyer
• William Meyer