KM
KM

Kurt Meyer

39 Years of Experience
Scottsdale, AZ
3 DisclosuresBroker

Kurt Meyer is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254

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History

Regulatory History (3)
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Customer Dispute
August 2009
Denied
Customer Dispute
October 2003
Closed-No Action
Customer Dispute
September 2003
Closed-No Action
Other Business Activities

Kurt is involved in several real estate ventures, including Meyer Fine Properties LLC (since 2018), Meyer Fine Properties 17th Street, LLC (since 2020), Meyer Fine Properties Jentilly Lane, LLC (since 2020), and Chateau Ellis Residence, LLC (since 2024). He also manufactures and sells candles and essential oils under the name Cher Dieu, and spends minimal time on each of these activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
March 1995 - June 2009 · 14 yrs 3 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
October 1988 - July 1993 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1986 - October 1988 · 2 yrs 1 mo
State Registrations41 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSMAMDMIMNMOMTNCNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.