MEYER GATES FINANCIAL ADVISORS, INC
CRD #125046 SEC #801-130107 WEST CHESTER, OH 937-220-4915
SEC Registered
Total AUM
$151.4M
Discretionary
$151.4M
Employees
6
Clients
51
Accounts
447
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Gates, Joseph, William | I | CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| Gates, Joseph, William | I | CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| Gates, Joseph, William | I | CHIEF COMPLIANCE OFFICER/SECRETARY | NA | Control |
| Meyer, Douglas, Michael | I | CHIEF EXECUTIVE OFFICER/TREASURER | NA | Control |
| Meyer, Douglas, Michael | I | CHIEF EXECUTIVE OFFICER/TREASURER | NA | Control |
| Meyer, Douglas, Michael | I | CHIEF EXECUTIVE OFFICER/TREASURER | NA | Control |
| MEYER GATES HOLDING COMPANY | DE | OWNER | E | Control |
| MEYER GATES HOLDING COMPANY | DE | OWNER | E | Control |
| MEYER GATES HOLDING COMPANY | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Gates, Joseph, William | I | MEYER GATES HOLDING COMPANY | D | Control |
| Gates, Joseph, William | I | MEYER GATES HOLDING COMPANY | D | Control |
| Meyer, Douglas, Michael | I | MEYER GATES HOLDING COMPANY | D | Control |
| Meyer, Douglas, Michael | I | MEYER GATES HOLDING COMPANY | D | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (2)
OH TN
Address
9078 UNION CENTRE BLVD.SUITE 350
WEST CHESTER, OH 45069
United States
Phone: 937-220-4915