Phillip Meyer
Phillip Meyer is a ChFC-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Southlake, TX, with 27 years of industry experience. Phillip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
550 Reserve Street, Southlake, TX, 76092
Get directionsHistory
Regulatory History (2)
Financial
October 2016Customer Dispute
August 2011Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Turner Investment Distributors, INC.Broker
Sei Investments Distribution CO.Broker
Nuveen InvestmentsBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Andrew Martz, CFPLPL Financial LLC
- Phil Nguyen, CFPWells Fargo Advisors
- Michael Mills, CFPMills Wealth Advisors, LLC
- Blake Johnson, CFPEdward Jones
- Michael Raich, CFP, ChFCEdward Jones
- Stephen Nelson, CFPMills Wealth Advisors, LLC