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Michael Meyers

48 Years of Experience
White Plains, NY
2 DisclosuresBroker

Michael Meyers is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in White Plains, NY, with 48 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3355 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4 West Red Oak Lane, Suite 101, White Plains, NY, 10604

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 1997
Customer Dispute
August 1991
Settled
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
May 2013 - Present · 13 yrs 5 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2013 - Present · 13 yrs 5 mos
Previous Registrations
Dominick & Dominick LLC
July 2006 - May 2013 · 6 yrs 10 mos
Dominick & Dominick LLCBroker
December 2004 - May 2013 · 8 yrs 5 mos
Bear, Stearns & CO. INC.Broker
July 2002 - December 2004 · 2 yrs 5 mos
Lehman Brothers INC.Broker
August 1997 - July 2002 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1979 - July 1997 · 17 yrs 10 mos
Loeb PartnersBroker
May 1978 - August 1979 · 1 yr 3 mos
First Sentinel Securities LTD.Broker
March 1978 - January 1980 · 1 yr 10 mos
State Registrations16 states
CACOCTFLGAILMDMEMONHNJNYOHPASCVT
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.
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