Carole
Meitler

Cedarstone Advisors

CRD#7274813
Investment Advisor
in Newbury Park, CA

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About this Advisor

Carole Meitler is a financial advisor operating in Newbury Park, California with a total of 3 years of industry experience. Meitler is an employee of Cedarstone Advisors. During their career, Meitler has held roles at Cedarstone Advisors and Homemaker. Meitler maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to work in California. Cedarstone Advisors is a financial advisory company headquartered in Newbury Park, CA. It manages $127 million in assets between its 180 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 180 client accounts, 42% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on the type of financial services provided. Fee types billed by Cedarstone Advisors can include asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3125 Old Conejo Road Unit 7
Newbury Park, CA 91320

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Cedarstone Advisors Brokerage Details

Total Assets Under Management

$126,846,630

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

180

CA Average: 3,727
Average Account Size

$704,704

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Carole Meitler Work History

Carole has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Cedarstone Advisors

2010 - 2019 (9 years)

Homemaker

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Carole Meitler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cedarstone Advisors

Carole Meitler
Newbury Park, CA
Steve Coker
Newbury Park, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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