NM
NM

Nicholas Meyer

10 Years of Experience
Summit, NJ
BrokerSells Insurance

Nicholas Meyer is a registered investment advisor, based in Summit, NJ, with 10 years of industry experience.

Location

475 Springfield Ave, Summit, NJ, 07901

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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

Nicholas is a qualified plan administrator, involved in sales, investment-related activities, and the insurance business at Mack Financial, dedicating full-time hours to this role. He is also an IAR Rep at TLG Advisors Inc, but spends no time on this role.

Employment History
Current Registrations
Tlg Advisors, INC.
May 2024 - Present · 2 yrs 2 mos
The Leaders Group, INC.Broker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2019 - March 2024 · 4 yrs 4 mos
Charles Schwab & CO., INC.Broker
August 2015 - March 2024 · 8 yrs 7 mos
State Registrations1 state
IN
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.
Nicholas Meyer - Financial Advisor | TrueAdvisor