Gregory Meyer has been Principal/Chief Compliance Officer of New Wave Financial Services since September 2014, is a control person of the firm and directly owns 75% or more of it. Gregory Meyer holds a BA in Accounting from the University of Massachusetts, Amherst.
New Wave Financial Services, LLC is a firm with $122M under management, 69 clients and 1 adviser in one office, as of its February 2026 filing.
Greg Meyer is Founder of New Wave Financial Services, LLC. He began his career at Deloitte Tax in NYC and LA, where he assisted high-net-worth individuals and small businesses with tax compliance and international tax planning. He later set out to create a tech-enabled, full-service financial firm.
Gregory Meyer’s longest registration is the current one, 12 years at New Wave Financial Services since 2014. Before joining New Wave Financial Services in 2014, Gregory Meyer was registered through The Glowacki Group, LLC.
- New Wave Financial ServicesCurrent– present · 12 yearsHermosa Beach, CA · Adviser representative · Firm CRD 173224
- The Glowacki Group, LLC– · under a yearLos Angeles, CA · Adviser representative · Firm CRD 112143
Professional designations
Listed by New Wave Financial Services
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Gregory Meyer is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from October 2014; the most recent is New York, in February 2023.
- CaliforniaSince 10 October 2014
- New YorkSince 16 February 2023
- TexasResidentSince 26 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 15 December 2010 |
| Series 7 | General Securities Representative Examination | 23 November 2010 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Scott Meyer
- CRD
- 5841447
- Firm
- New Wave Financial Services · CRD 173224
- Role
- Principal/Chief Compliance Officer
- Office
- Hermosa Beach, CA
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- newwavefs.com
Where does Gregory Meyer work?
Gregory Meyer has been Principal/Chief Compliance Officer of New Wave Financial Services, LLC since September 2014, and is a control person of the firm.
Is Gregory Meyer a financial advisor?
Yes. Gregory Meyer has a current investment-adviser registration in California, New York and Texas, through New Wave Financial Services since October 2014.
How many years of experience does Gregory Meyer have?
Gregory Meyer has 12 years in the financial industry, since July 2014, across 2 adviser firms.
What exams has Gregory Meyer passed?
Gregory Meyer has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in November 2010.
Where did Gregory Meyer work before New Wave Financial Services?
Before New Wave Financial Services, Gregory Meyer was registered through The Glowacki Group, LLC, February 2014 to May 2014.
Where is Gregory Meyer based?
Gregory Meyer’s registered office is in Hermosa Beach, CA.
Is Gregory Meyer registered with FINRA?
No. Gregory Meyer has no current broker registration.
Is Gregory Meyer a CFP?
New Wave Financial Services lists Gregory Meyer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Gregory Meyer’s record?
Search CRD 5841447 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Meyer’s full registration record.