Zachary
Meyer

Brokers International Financial Services, LLC

CRD#6454428
Investment Advisor
in Farmington, CT

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About this Advisor

Zachary Meyer is a financial advisor operating out of Farmington, Connecticut with a total of 1 year of relevant experience. Meyer is an advisor for Brokers International Financial Services, LLC. Their career trajectory has included roles at Proequities Inc, Bankers Life And Casualty, Bankers Life Securities, Inc, Rotary Club Of Mystic, American Senior Benefits, Lincoln Investment and Brokers International Financial Services. Meyer holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in Connecticut. Brokers International Financial Services, LLC is a registered investment firm that has its headquarters in Urbandale, IA. The company has offices in 120 locations and a total of 224 employees. It manages $1 billion in assets between its 9,114 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 9,114 customer accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. Brokers International Financial Services, LLC has a number of services, such as portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fees typically are based on which service is offered. Fees billed by Brokers International Financial Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

10 Waterside Drive Suite 104
Farmington, CT 06032

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Brokers International Financial Services, LLC Brokerage Details

Total Assets Under Management

$1,360,141,295

CT Average: $9,259,360,772
Total Number of Employees

224

CT Average: 166
Total Number of Accounts

9,114

CT Average: 7,189
Average Account Size

$149,236

CT Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Zachary Meyer Work History

Zachary has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Brokers International Financial Services

2019 - Present (5 years)

American Senior Benefits

2020 - 2022 (2 years)

Lincoln Investment

2017 - 2017 (< 1 year)

Rotary Club Of Mystic

2016 - 2019 (3 years)

Bankers Life Securities, Inc

2015 - 2016 (1 year)

Proequities Inc

2012 - 2019 (7 years)

Bankers Life And Casualty

2012 - 2019 (7 years)

Bankers Life And Casualty

*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 Zachary 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 Brokers Financial

Melody Juge
Flat Rock, NC
Jonathan Bath
Easton, PA
Gary Bondy
West Des Moines, IA
Andrei Murphy
Urbandale, IA
Charlie Gipple
Johnston, IA
Mihailo Jovanovic
Urbandale, IA
Robert Read
Saint Charles, MO
Lorilee Jones
Urbandale, IA

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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