Christopher
Meyer
Wealth Quarterback LLC
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About this Advisor
Christopher Meyer is a financial advisor working in Toms River, New Jersey, with a total of 7 years of relevant experience. Meyer currently works for Wealth Quarterback LLC. Over the course of their career, Meyer has held roles at Tfs Securities, Inc, Jalinski Advisory Group, J. W. Cole Financial, Inc, Wealth Quarterback LLC, American Portfolios Financial Services, Inc and Purshe Kaplan Sterling. Meyer maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Connecticut, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Wealth Quarterback LLC is a firm that has its headquarters in Toms River, NJ. The firm has offices in 17 locations and a total of 10 advisors. It controls $237 million in assets among its 1,644 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,644 customer accounts, just 8% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely vary depending on the type of financial services provided. However, fee types charged by Wealth Quarterback LLC most likely consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Quarterback LLC Brokerage Details
$237,319,617
10
1,644
$144,355
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Christopher Meyer Work History
Christopher has been registered as a financial advisor for 7 years.*
Purshe Kaplan Sterling
Wealth Quarterback LLC
Jalinski Advisory Group
American Portfolios Financial Services, Inc
J. W. Cole Financial, Inc
Tfs Securities, Inc
*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 Christopher Meyer 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 Wealth Quarterback LLC
Toms River, NJ
Toms River, NJ
Toms River, NJ
Holland, PA
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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