Darryl
Meyerovitz

Royal Alliance Associates, Inc

CRD#857839
Investment Advisor
in Dallas, TX

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About this Advisor

Darryl Meyerovitz is a financial advisor who works in Dallas, Texas who has 34 years of industry experience. Meyerovitz is on the advisory team at Royal Alliance Associates, Inc. Meyerovitz has gained experience at Meyerovitz Agency Inc Dba Financial Planning Associates, Royal Alliance Associates, Inc and Royal Advisory Services. Meyerovitz has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Colorado, Florida, Nevada, New Jersey, New Mexico, North Carolina, Pennsylvania, Texas and Wisconsin. Royal Alliance Associates, Inc is a company based out of Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 employees. It administers $30 billion in assets across its 149,233 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 191 charitable organizations. Of its 149,233 accounts, just 11% are held by high-net-worth individuals who have at least $1 million in investable assets. Royal Alliance Associates, Inc provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually are based on which service is provided. However, fee types billed by Royal Alliance Associates, Inc most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

34 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5001 Spring Valley Road Suite 1120E
Dallas, TX 75244

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

TX Average: $10,121,009,343
Total Number of Employees

3,704

TX Average: 92
Total Number of Accounts

149,233

TX Average: 6,978
Average Account Size

$197,920

TX Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Darryl Meyerovitz Work History

Darryl has been registered as a financial advisor for 34 years.*

1995 - Present (29 years)

Royal Advisory Services

1989 - Present (35 years)

Royal Alliance Associates, Inc

1982 - Present (42 years)

Meyerovitz Agency Inc Dba Financial Planning Associates

*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 Darryl Meyerovitz 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 Royal Alliance Associates, Inc

Trisha Qualy
St Louis Park, MN
Nicholas Adams
Southfield, MI
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Austen Harvey
Jersey City, NJ
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

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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