DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert David Meyers
Feed of 09/15/2026
Also filed as Bob Meyers
At current firm
8 y
since Nov 7, 2017
In the industry
40 y
since Oct 31, 1985 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Meyers Wealth Management, LLC independent RIA currentsince Nov 7, 2017 · Kiawah Island, Sc
- Wells Fargo Advisors wirehouseJul 26, 2007 to Nov 2, 2017 · Columbus, Oh
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 8, 2006 to Jul 25, 2007 · Upper Arlington, Oh
- Advest, Inc. unclassifiedApr 8, 2003 to Mar 8, 2006 · Upper Arlington, Oh
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Meyers Wealth Management, LLCleft Nov 2, 2017, registered Nov 7, 2017 (5 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisorsleft Jul 25, 2007, registered Jul 26, 2007 (1 days) · Wirehouse to wirehouse
- Advest, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Mar 8, 2006, registered Mar 8, 2006 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address