Jeffrey Meyer
Jeffrey Meyer is a CFA, CFP-designated registered investment advisor at Seacrest Investment Management, LLC, based in Rapid City, SD, with 25 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15 clients with $110M 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 | 1.15% |
Fees range up to 1.15% annually based on factors such as the complexity of the services provided, asset levels, and overall relationship. Fees are negotiable at the sole discretion of SeaCrest Investment Management.
Fee Estimator
Location
219 Founders Park Drive, Suite 4, Rapid City, SD, 57701
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved with Seacrest Wealth Management and Seacrest Investment Management, providing investment advisory services. He also serves as co-managing partner at Black Hills WM LLC and is an insurance agent with PKS Financial Services, incorporating insurance products into financial plans, and dedicates about a quarter of his time to this.
Employment History
Current Registrations
Seacrest Investment Management, LLC
Seacrest Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
The Dreyfus Service CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations14 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
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