Weston
Meyers

Equitable Advisors, LLC

CRD#6263463
Investment Advisor
in Roanoke, VA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Weston Meyers is a financial advisor operating in Roanoke, Virginia, who has 5 years of relevant experience. Meyers currently works for Equitable Advisors, LLC. Throughout their career, Meyers has worked at Carrabba'S Italian Grill, Global Marketing Concepts, Axa Advisors, LLC and Equitable Advisors, LLC. Meyers has Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in North Carolina, Virginia and West Virginia. Equitable Advisors, LLC is a registered investment business operating out of New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 advisors. It controls $25 billion in assets under management across its 75,222 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 customer accounts, 42% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers a number 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 charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Equitable Advisors, LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

418 1St Street Sw
Roanoke, VA 24011

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

VA Average: $7,464,549,021
Total Number of Employees

5,251

VA Average: 88
Total Number of Accounts

75,222

VA Average: 3,892
Average Account Size

$326,438

VA Average: $1,917,921

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

Weston Meyers Work History

Weston has been registered as a financial advisor for 5 years.*

2014 - Present (10 years)

Equitable Advisors, LLC

2014 - 2020 (6 years)

Axa Advisors, LLC

2013 - 2014 (1 year)

Carrabba'S Italian Grill

2012 - 2013 (1 year)

Global Marketing Concepts

*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 Weston Meyers 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 Equitable Advisors, LLC

Matthew Chirico
Stamford, CT
Karan Mirchandani
New York, NY
Willie Myles
Cary, NC
Michael Stenach
Minneapolis, MN
Gerald Grant
Falls Church, VA
Kyle Lynch
Dallas, TX
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started