Jeffrey Myers
Advisor at Long Island Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Long Island Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Long Island Wealth Management, Inc.
Location
Melville, NY 11747
Credentials
CFP®, Series 63
Industry experience
4 years
Jeffrey Myers is a CFP® with four years of industry experience, currently serving as an investment advisor representative at Compass Advisors. He also holds a role with Long Island Wealth Management, where he has been affiliated for over 20 years. Myers is based in Raleigh, NC. Compass Advisors is a team of five advisors offering investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and macroeconomic analysis with a long-term focus, using diversified portfolios primarily made up of low-cost mutual funds and ETFs, and incorporates options strategies in managed accounts.
Based on Long Island Wealth Management, Inc.
Based on Long Island Wealth Management, Inc.
Portfolio Makeover: $500 project fee; Retirement Roadmap: $2,000 project fee; Annual Retainer for Financial Advice & Coaching: $3,500 project fee
Under $1 Million - $1 Million: 0.65% to 1.00% annually $1 Million+: 0.25% to 0.75% annually
155 Pinelawn Road, Suite 210 N
Melville, NY 11747
California · New York · North Carolina · Texas
Compass Advisory Group LLC DBA Compass Advisors
2018 - Present (8 years)
Long Island Wealth Management, Inc.
2006 - Present (20 years)
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