SM
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Seth Meyers

19 Years of Experience
Rockville, MD
BrokerSells Insurance

Seth Meyers is a registered investment advisor at LPL Financial LLC, based in Rockville, MD, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

3206 Tower Oaks Blvd, 4th Floor, Rockville, MD, 20852

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Seth works for United Airlines and Open Air, dedicating about half his time to United Airlines and minimal time to Open Air. He also sells non-variable insurance through Ascent Financial Management and is a business owner of Tower Oaks Testing, LLC, spending a few hours per week on each.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 4 mos
LPL Financial LLC
May 2025 - Present · 1 yr 4 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - May 2025 · 4 yrs 1 mo
Grove Point Investments, LLCBroker
April 2020 - May 2025 · 5 yrs 1 mo
H. Beck, INC.
March 2020 - April 2021 · 1 yr 1 mo
Park Avenue Securities LLC
October 2016 - April 2018 · 1 yr 6 mos
Park Avenue Securities LLCBroker
October 2016 - April 2018 · 1 yr 6 mos
H. Beck, INC.
April 2005 - October 2016 · 11 yrs 6 mos
H. Beck, INC.Broker
December 2004 - October 2016 · 11 yrs 10 mos
State Registrations2 states
MDVA
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.
Seth Meyers - Financial Advisor | TrueAdvisor