Alan Myers has been Managing Member and Chief Compliance Officer of Trails Edge Wealth Advisers since September 2018, is a control person of the firm and directly owns between 50% and 75% of it.
Trails Edge Wealth Advisers, LLC is a firm with $154M under management, 60 clients and 1 adviser across 3 offices, as of its September 2026 filing.
Alan Myers’ longest registration was 8 years at Credit Suisse Securities (USA) LLC (2007–2016). Before joining Trails Edge Wealth Advisers in 2020, Alan Myers was registered through Wells Fargo Clearing Services, LLC and Credit Suisse Securities (USA) LLC.
- – present · 6 yearsLakewood Ranch, FL · Adviser representative · Firm CRD 299466
- Wells Fargo Clearing Services, LLC– · 3 yearsNorthbrook, IL · Adviser representative · Firm CRD 19616
- Credit Suisse Securities (USA) LLC– · 8 yearsChicago, IL · Adviser representative · Firm CRD 816
- Deutsche Bank Securities Inc.– · 3 yearsChicago, IL · Adviser representative · Firm CRD 2525
- Morgan Stanley– · 1 yearChicago, IL · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Alan Myers is registered as an investment adviser representative in 2 states. The first approvals date from February 2020; the most recent is Florida, in April 2026.
- FloridaSince 22 April 2026
- IllinoisSince 14 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 15 August 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 May 2003 |
| Series 55 | Limited Representative-Equity Trader Exam | 9 November 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 December 1994 |
| Series 7 | General Securities Representative Examination | 3 November 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alan Frederic Myers
- CRD
- 2554527
- Firm
- Trails Edge Wealth Advisers · CRD 299466
- Role
- Managing Member and Chief Compliance Officer
- Office
- Lakewood Ranch, FL
- Registration
- Investment adviser registration
- In the industry since
- November 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does Alan Myers work?
Alan Myers has been Managing Member and Chief Compliance Officer of Trails Edge Wealth Advisers, LLC since September 2018, and is a control person of the firm.
Is Alan Myers a financial advisor?
Yes. Alan Myers has a current investment-adviser registration in Florida and Illinois, through Trails Edge Wealth Advisers since February 2020.
How many years of experience does Alan Myers have?
Alan Myers has 29 years in the financial industry, since November 1996, across 5 adviser firms.
What exams has Alan Myers passed?
Alan Myers has passed 5 licensing exams: the Series 7, Series 63, Series 55, Series 65 and Series 31. The earliest, the Series 7, was passed in November 1994. FINRA credited Alan Myers with the SIE, which began in October 2018.
Where did Alan Myers work before Trails Edge Wealth Advisers?
Before Trails Edge Wealth Advisers, Alan Myers was registered through Wells Fargo Clearing Services, LLC, February 2016 to April 2019; Credit Suisse Securities (USA) LLC, November 2007 to February 2016; Deutsche Bank Securities Inc., July 2004 to November 2007; Morgan Stanley, June 2003 to July 2004.
Where is Alan Myers based?
Alan Myers’ registered office is in Lakewood Ranch, FL.
Is Alan Myers registered with FINRA?
No. Alan Myers has no current broker registration.
How can I verify Alan Myers’ record?
Search CRD 2554527 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alan Myers’ full registration record.