Steven Jay Meyer

Current Employers

Employment History

• 03/2016 → Present
  Wells Fargo Advisors Financial Network, Llc
  Charleston, SC

Previous Registrations

• 2008-05-30 → 2016-04-04
  Ubs Financial Services Inc.
  Mt. Pleasant, SC
• 2007-04-02 → 2008-06-02
  Morgan Stanley & Co. Llc
  Daniel Island, SC
  Charleston, SC
• 1998-02-20 → 2007-04-02
  Morgan Stanley Dw Inc.
  Daniel Island, SC
  Charleston, SC

Other Businesses

COACH PROPERTIES, LLC; INV RELATED; MT PLEASANT, SC; OWNER; CONDO RENTAL; START: 11/2017; 2 HRS/MO; 0 DURING TRADING. COACH CAPITAL, LLC, INVT RELATED, DANIEL ISLAND, SC, 100% OWNERSHIP, START 3/24/2016, 160 HRS PER MONTH, 90 HRS DURING TRADING, FINET PRACTICE. MILLENNIUM PRIVATE WEALTH LLC, INV RELATED, CHARLESTON, SC, 21.29% OWNERSHIP, START 9/5/2023, 200 HOURS PER MONTH, 6 HOURS DURING TRADING, FINET PRACTICE. COACH CAPITAL LLC I401K - TRUSTEE; INV. RELATED; DANIEL ISLAND, SC; START 3/2016. BMRH HOLDINGS, LLC, INVT RELATED, CHARLESTON, SC, 25% OWNERSHIP, START 9/30/2020, 5 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE BUILDING. MILLENNIUM LEGACY PARTNERS LLC; INV. RELATED; CHARLESTON, SC; 22.5% OWNERSHIP; START 9/15/2023; 10 HRS PER MONTH; 5 HRS DURING TRADING; DUTIES MANAGER, COORDINATE AND EXECUTE ADMINISTRATIVE DUTIES. MILLENIUM GROWTH PARTNERS; NOT INV RELATED; CHARLESTON,SC; MERCHANT CASH AND STOCK AGREEMENT;11% OWNERSHIP; START DATE: 12/12/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-02
• S63 Uniform Securities Agent State Law Examination
  1982-10-01