Jeffrey Meyer
Jeffrey Meyer is a CFA, CFP-designated registered investment advisor at Seacrest Investment Management, LLC, based in Rapid City, SD, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SeaCrest Investment Management's investment advisory fees are based on the market value of your portfolio and are charged quarterly. The annual fee can be up to 1.15%, depending on the complexity of services, the amount of assets managed, and the overall relationship with SeaCrest Investment Management. Fees are negotiable.
Location
219 Founders Park Drive, Suite 4, Rapid City, SD, 57701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved with Seacrest Wealth Management and Seacrest Investment Management, providing investment advisory services. He also serves as co-managing partner at Black Hills WM LLC and is an insurance agent with PKS Financial Services, incorporating insurance products into financial plans, and dedicates about a quarter of his time to this.
Employment History
Current Registrations
Seacrest Investment Management, LLC
Seacrest Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
The Dreyfus Service CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.