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Current Employers
Long Island Wealth Management, Inc.

155 Pinelawn Road Suite 210N, Melville, NY 11747 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-02
CA RA APPROVED 2021-09-17
NY RA APPROVED 2021-08-16
  • TX RA
    APPROVED
    Since 2026-04-02
  • CA RA
    APPROVED
    Since 2021-09-17
  • NY RA
    APPROVED
    Since 2021-08-16

Branch Locations

Raleigh, NC • United States

155 Pinelawn Road Suite 210N, Melville, NY 11747 • United States

Compass Advisors

155 Pinelawn Road Suite 210 N, Melville, NY 11747 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-15
NC RA APPROVED 2021-07-15
  • NY RA
    APPROVED
    Since 2021-07-15
  • NC RA
    APPROVED
    Since 2021-07-15

Branch Locations

Raleigh, NC • United States

155 Pinelawn Road Suite 210 N, Melville, NY 11747 • 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
Long Island Wealth Management, Inc. Selden NY 02/2006 Present
Compass Advisory Group Llc Dba Compass Advisors Melville NY 11/2018 Present
Other Businesses

Jeffrey Myers is dually-registered with Long Island Wealth Management and Compass Advisors. Jeffrey Myers has served as an investment advisor representative for Compass Advisors and as a investment advisor representative with Long Island Wealth Management since November 2018. Business is conducted from 155 Pinelawn Road, Suite 210N, Melville, NY, 11747.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-06-02
  • S63 Uniform Securities Agent State Law Examination
    2009-06-02
Designations
Other Names
  • Jeff Joseph Myers

View on SEC IAPD

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