RM
RM

Robert Meyer

22 Years of Experience
San Diego, CA
1 DisclosureSells Insurance

Robert Meyer is a registered investment advisor at Stratos Wealth Partners, LTD, based in San Diego, CA, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
376 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K

Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.

With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.

A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.

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Location

12348 High Bluff Drive, Suite 200, San Diego, CA, 92130

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History

Regulatory History (1)
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Customer Dispute
March 2009
Denied
Other Business ActivitiesSells Insurance

Robert is a licensed insurance agent since 2011, selling and servicing fixed insurance products, including annuities, life insurance, LTC, DI, and health & dental insurance, dedicating nearly all of his time to this. Since 2021, Robert also operates an RIA DBA called BWM Financial, also dedicating nearly all of his time to this.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
State Registrations3 states
CALATX
Advisor

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.