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Michael Meyers

47 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 47 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

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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 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2013 - Present · 13 yrs 4 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.
Michael Meyers - Financial Advisor | TrueAdvisor