Gregory
Myers

Financial Partners, LLC

CRD#4625574
Investment Advisor
in Santa Fe, NM

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gregory Myers is a financial advisor based in Santa Fe, New Mexico, working with Financial Partners, LLC. Gregory has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Bbva Usa Inc, Bbva Insurance Agency Inc, Bbva Securities Inc, Bbva Wealth Solutions, Inc, Pnc Investments, Bank Of America, N.A, Financial Partners, LLC, and Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory has passed the Series 66 regulatory exam and is registered to provide services in New Mexico. Currently, Gregory is part of Financial Partners, LLC, which operates out of Santa Fe, New Mexico. The firm has 3 employees and manages assets totaling $121.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Financial Partners, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

613 Old Santa Fe Trail
Santa Fe, NM 87505

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Financial Partners, LLC Brokerage Details

Total Assets Under Management

$121,449,205

NM Average: $3,612,835,751
Total Number of Employees

3

NM Average: 18
Total Number of Accounts

391

NM Average: 517
Average Account Size

$310,612

NM Average: $6,988,077

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Gregory Myers Work History

2024 - Present (1 year)

Financial Partners, LLC

2023 - 2024 (1 year)

Bank Of America, N.A

2022 - 2024 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2021 (< 1 year)

Bbva Usa Inc

2021 - 2021 (< 1 year)

Bbva Insurance Agency Inc

2021 - 2021 (< 1 year)

Bbva Securities Inc

2021 - 2021 (< 1 year)

Bbva Wealth Solutions, Inc

2021 - 2022 (1 year)

Pnc Investments

2013 - 2019 (6 years)

Charles Schwab Bank

2007 - 2019 (12 years)

Charles Schwab & Co., Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gregory Myers 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 Financial Partners, LLC

Gregory Myers
Santa Fe, NM
Peter Murphy
Santa Fe, NM
Silas Peterson
Santa Fe, NM

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started