Scott Michael Myers

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

• 06/2004 → 11/2022
  Fifth Third Securities
  Cleveland, OH
• 11/2022 → Present
  Lpl Financial Llc
  Chagrin Falls, OH

Previous Registrations

• 2005-02-15 → 2022-11-03
  Fifth Third Securities, Inc.
  Lyndhurst, OH
  Akron, OH
  Woodmere, OH
  Lyndhurst, OH
  Cleveland Hts., OH
  Akron, OH
  Streetsboro, OH
  Cuyahoga Falls, OH
• 2003-05-12 → 2004-07-09
  Quick & Reilly, Inc.
  Cleveland, OH
• 1999-10-28 → 2003-05-09
  Prudential Equity Group, Llc
  Mayfield Heights, OH

Other Businesses

1) 10/27/2022 - M Capital Management - DBA for LPL Business (entity for LPL business) - investment related - At reported office location(s) - 16 hours per month - Start date: 11/01/2022.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-03-30
• S63 Uniform Securities Agent State Law Examination
  1995-03-16

Other Names

• Scott M Myers