Daniel Meyers has been an investment adviser representative at Crescent City Retirement Group since January 2026, and is not listed among the firm’s executive officers or direct owners.
Crescent City Retirement Group, LLC is a Metairie, LA firm with $131M under management, 933 clients and 4 advisers across 3 offices, as of its April 2026 filing.
- – present · under a yearMetairie, LA · Adviser representative · Firm CRD 146666
Investment adviser representative registrations
Daniel Meyers is registered as an investment adviser representative in 2 states. Each was approved in January 2026.
- LouisianaSince 30 January 2026
- TexasSince 30 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Robert Meyers
- CRD
- 8211462
- Firm
- Crescent City Retirement Group · CRD 146666
- Office
- 3500 NORTH CAUSEWAY BLVD, SUITE 1442, Metairie, LA 70002
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Meyers work?
Daniel Meyers is an investment adviser representative registered through Crescent City Retirement Group, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Meyers a financial advisor?
Yes. Daniel Meyers has a current investment-adviser registration in Louisiana and Texas, through Crescent City Retirement Group since January 2026.
How many years of experience does Daniel Meyers have?
Daniel Meyers has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Daniel Meyers passed?
Daniel Meyers passed the Series 65 in December 2025.
Where is Daniel Meyers based?
Daniel Meyers’ registered office is in Metairie, LA.
Is Daniel Meyers registered with FINRA?
No. Daniel Meyers has no current broker registration.
How can I verify Daniel Meyers’ record?
Search CRD 8211462 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Meyers’ full registration record.
