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Michael William Meyer

Union Square Advisors LLC

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About Michael William Meyer

Michael Meyer is a financial professional with over 30 years of experience in the securities industry. Michael has a strong track record of providing investment advice and guidance to clients. Michael is currently registered with Union Square Advisors LLC, and has previously worked at RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, Morgan Stanley & Co., Incorporated, and Citicorp Securities, Inc.

Firm Information

Michael Meyer is currently registered with Union Square Advisors LLC. Union Square Advisors LLC is a Limited Liability Company formed in June 2006 and is registered with the SEC and 21 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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Michael Meyer’s Registration & Firm History

NY

05/29/2019 - Present

Union Square Advisors LLC (NEW YORK NY)

NY

04/16/2010 - 08/08/2018

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

NY

01/02/2009 - 04/01/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

05/03/1999 - 04/01/2010

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

04/29/1996 - 05/08/1999

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

03/20/1990 - 05/01/1996

CITICORP SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/22/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/06/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/20/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 08/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael William Meyer.
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