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RIA / WealthAdvisor40 years in industry

ROBERT DAVID MEYERS

Advisor at MEYERS WEALTH MANAGEMENT, LLC

COLUMBUS, OH | Kiawah Island, SC

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Search this name across graphsid dfx:ria:80c7276a-c2e0-db89-c378-ca9ef4cc10f2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 8, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MEYERS WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 31, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 31, 1985
First registration: Apr 8, 2003
Dual registered: no
Other names: BOB MEYERS|ROBERT DAVID MEYERS
IAPD individual key: 1409245

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MEYERS WEALTH MANAGEMENT, LLC	Independent wealth	Nov 7, 2017	n/a	yes	Kiawah Island, SC\|COLUMBUS, OH	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jul 26, 2007	Nov 2, 2017	no	COLUMBUS, OH\|KIAWAH ISLAND, SC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 8, 2006	Jul 25, 2007	no	UPPER ARLINGTON, OH\|NEW YORK, NY	Previous registration
ADVEST, INC.	n/a	Apr 8, 2003	Mar 8, 2006	no	UPPER ARLINGTON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	MEYERS WEALTH MANAGEMENT, LLC	Nov 2, 2017	Nov 7, 2017	5	Firm change	Wirehouse to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Jul 25, 2007	Jul 26, 2007	1	Firm change	Wirehouse to wirehouse
ADVEST, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 8, 2006	Mar 8, 2006	0	Bulk transfer	Other

Relationships

Registered with (4)

→ MEYERS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 7, 2017 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 26, 2007 to Nov 2, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 8, 2006 to Jul 25, 2007factForm ADV
→ ADVEST, INC.Registered adviserregistration: previous registration
Apr 8, 2003 to Mar 8, 2006factForm ADV

Dated events

No dated event names this entity yet.