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Brian John Meyer

Bradley Woods & Co. Ltd.

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About Brian John Meyer

Brian John Meyer is a financial advisor who is currently registered with Bradley Woods & Co. Ltd.. Brian has been working in the industry since March 6, 2004. He holds Series 7, SIE, and Series 79TO licenses and has passed the Uniform Securities Agent State Law Examination. Brian has held positions at Lazard Freres & Co. LLC, Thomas Weisel Partners LLC, and Barnett & Partners Advisors, LLC.

Firm Information

Brian Meyer is currently registered with Bradley Woods & Co. Ltd.. Bradley Woods & Co. Ltd. is a Corporation formed in November 2004. The firm is registered with the SEC and in 22 states.

Not reported

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brian Meyer’s Registration & Firm History

NY

05/14/2010 - Present

Bradley Woods & Co. Ltd. (NEW YORK NY)

NY

05/07/2004 - 06/15/2004

BARNETT & PARTNERS ADVISORS, LLC (NEW YORK NY)

CA

03/19/1999 - 11/01/2001

THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)

NY

09/19/1995 - 03/01/1999

LAZARD FRERES & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian John Meyer.
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