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Alan Frederic Myers

Trails Edge Wealth Advisers, LLC

Lakewood Ranch, FL

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Current Employers
Trails Edge Wealth Advisers, Llc

Lakewood Ranch, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-22
IL RA APPROVED 2020-02-14
  • FL RA
    APPROVED
    Since 2026-04-22
  • IL RA
    APPROVED
    Since 2020-02-14

Branch Locations

Lakewood Ranch, FL • 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
Wells Fargo Clearing Services, Llc Chicago IL 02/2016 04/2019
Trails Edge Wealth Advisers, Llc Chicago IL 09/2018 Present
Previous Registrations
  • 2016-02-18 → 2019-04-23
    Wells Fargo Clearing Services, Llc
    Chicago, IL
    Northbrook, IL
  • 2007-11-08 → 2016-02-26
    Credit Suisse Securities (Usa) Llc
    Northbrook, IL
    Chicago, IL
    Chicago, IL
  • 2004-07-23 → 2007-11-30
    Deutsche Bank Securities Inc.
    Chicago, IL
    Chicago, IL
  • 2003-06-02 → 2004-07-20
    Morgan Stanley Dw Inc.
    Chicago, IL
Other Businesses

CO-TRUSTEE OF FATHER'S TRUST; INV. RELATED; NORTHBROOK, IL; START DATE 5/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING. INSRUANCE LICENSED - LIFE AND HEALTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-05-30
S63 Uniform Securities Agent State Law Examination 1994-12-16
  • S65 Uniform Investment Adviser Law Examination
    2003-05-30
  • S63 Uniform Securities Agent State Law Examination
    1994-12-16
Other Names
  • Ace Chicago Myers
  • Ace Chicago
  • Al Myers
  • Coach Myers

View on SEC IAPD

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