JM
JM

Jay Meyer

27 Years of Experience
Huntington, NY
BrokerSells Insurance

Jay Meyer is a registered investment advisor at Cetera Investment Advisers LLC, based in Huntington, NY, with 27 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Huntington, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jay owns an accounting and tax practice since 1989, dedicating full-time hours to it. He also works as an agent selling fixed insurance with various companies since 2016, spending full-time hours on this activity, including trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2021 - Present · 5 yrs 2 mos
Cetera Financial Specialists LLCBroker
January 2000 - Present · 26 yrs 6 mos
Previous Registrations
A. F. Green & Company, INC.Broker
June 1988 - November 1988 · 5 mos
First Long Island Securities INC.Broker
July 1987 - April 1988 · 9 mos
State Registrations3 states
FLNJNY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jay Meyer - Financial Advisor | TrueAdvisor