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Andrew Meyer

22 Years of Experience
Bloomfield Hills, MI
Broker

Andrew Meyer is a registered investment advisor at Morgan Stanley, based in Bloomfield Hills, MI, with 22 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

40701 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304

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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 Activities

Andrew owns AMG LLC, a rental property business, since 2016. He spends minimal time on this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
April 2014 - Present · 12 yrs 1 mo
Morgan StanleyBroker
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - November 2013 · 1 yr 1 mo
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
February 2005 - July 2005 · 5 mos
Hantz Financial Services, INC.Broker
June 2003 - January 2005 · 1 yr 7 mos
State Registrations25 states
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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.
Andrew Meyer - Financial Advisor | TrueAdvisor