Douglas Meyer has been Chief Executive Officer/Treasurer of Meyer Gates Financial Advisors since January 2016, is a control person of the firm and directly owns under 5% of it.
Meyer Gates Financial Advisors, Inc is a West Chester, OH firm with $169M under management, 177 clients and 6 advisers across 5 offices, as of its April 2026 filing.
Douglas Meyer is CEO of Meyer Gates. Before cofounding Meyer Gates, he was president of SS+D Financial for seven years, where he enhanced the financial planning process. Earlier he obtained his CPA and spent six years working for small public accounting firms with a focus on individual income tax planning.
- – present · 9 yearsWest Chester, OH · Adviser representative · Firm CRD 125046
Professional designations
Listed by Meyer Gates Financial Advisors
- CFP®
- AEP®
- CPA
Investment adviser representative registrations
Douglas Meyer is registered as an investment adviser representative in Ohio, since November 2016.
- OhioSince 21 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 October 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Douglas Michael Meyer
- CRD
- 6606839
- Firm
- Meyer Gates Financial Advisors · CRD 125046
- Role
- Chief Executive Officer/Treasurer
- Office
- 9078 UNION CENTRE BLVD., SUITE 350, West Chester, OH 45069
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- meyergates.com
Where does Douglas Meyer work?
Douglas Meyer has been Chief Executive Officer/Treasurer of Meyer Gates Financial Advisors, Inc since January 2016, and is a control person of the firm.
Is Douglas Meyer a financial advisor?
Yes. Douglas Meyer has a current investment-adviser registration in Ohio, through Meyer Gates Financial Advisors since November 2016.
How many years of experience does Douglas Meyer have?
Douglas Meyer has 9 years in the financial industry, since November 2016, across 1 adviser firm.
What exams has Douglas Meyer passed?
Douglas Meyer passed the Series 65 in October 2015.
Where is Douglas Meyer based?
Douglas Meyer’s registered office is in West Chester, OH.
Is Douglas Meyer registered with FINRA?
No. Douglas Meyer has no current broker registration.
Is Douglas Meyer a CFP?
Meyer Gates Financial Advisors lists Douglas Meyer with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Douglas Meyer’s record?
Search CRD 6606839 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Meyer’s full registration record.
