Gregory Myers has been Partner of Financial Partners since April 2024, is a control person of the firm and directly owns between 25% and 50% of it.
Financial Partners, LLC is a Santa Fe, NM firm with $182M under management, 268 clients and 3 advisers in one office, as of its March 2026 filing.
Gregory Myers is Partner and Financial Advisor of Financial Partners, LLC, based in Santa Fe, New Mexico. Myers has over two decades of experience in the financial industry. Myers provides financial planning, investment management and tax services.
Gregory Myers’ longest registration was 6 years at Charles Schwab & Co., Inc. (2013–2020). Before joining Financial Partners in 2024, Gregory Myers was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and PNC Investments.
- Financial Partners, LLCCurrent– present · 2 yearsSanta Fe, NM · Adviser representative · Firm CRD 170002
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearAustin, TX · Adviser representative · Firm CRD 7691
- PNC Investments– · 1 yearBee Cave, TX · Adviser representative · Firm CRD 129052
- PNC Managed Account Solutions, Inc.– · under a yearBernalillo, NM · Adviser representative · Firm CRD 110476
- Charles Schwab & Co., Inc.– · 6 yearsSanta Fe, NM · Adviser representative · Firm CRD 5393
- Schwab Private Client Investment Advisory, Inc.– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · 4 yearsSanta Fe, NM · Adviser representative · Firm CRD 5393
Professional designations
Listed by Financial Partners
- CFP®
Investment adviser representative registrations
Gregory Myers is registered as an investment adviser representative in New Mexico, since March 2024.
- New MexicoSince 8 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 27 May 2008 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 15 October 2007 |
| Series 66 | Uniform Combined State Law Examination | 8 April 2003 |
| Series 7 | General Securities Representative Examination | 12 March 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory A Myers
- CRD
- 4625574
- Firm
- Financial Partners · CRD 170002
- Role
- Partner
- Office
- 613 OLD SANTA FE TRAIL, Santa Fe, NM 87505
- Registration
- Investment adviser registration
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- financialpartnersnm.com
Where does Gregory Myers work?
Gregory Myers has been Partner of Financial Partners, LLC since April 2024, and is a control person of the firm.
Is Gregory Myers a financial advisor?
Yes. Gregory Myers has a current investment-adviser registration in New Mexico, through Financial Partners since March 2024.
How many years of experience does Gregory Myers have?
Gregory Myers has 19 years in the financial industry, since February 2007, across 6 adviser firms.
What exams has Gregory Myers passed?
Gregory Myers has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in March 2003. FINRA credited Gregory Myers with the SIE, which began in October 2018.
Where did Gregory Myers work before Financial Partners?
Before Financial Partners, Gregory Myers was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2022 to February 2024; PNC Investments, August 2021 to October 2022; PNC Managed Account Solutions, Inc., April 2021 to August 2021; Charles Schwab & Co., Inc., November 2013 to January 2020; Schwab Private Client Investment Advisory, Inc., January 2012 to October 2013; Charles Schwab & Co., Inc., March 2007 to December 2011.
Where is Gregory Myers based?
Gregory Myers’ registered office is in Santa Fe, NM.
Is Gregory Myers registered with FINRA?
No. Gregory Myers has no current broker registration.
Is Gregory Myers a CFP?
Financial Partners lists Gregory Myers with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Gregory Myers, CFP®, EA biography, financialpartnersnm.com
How can I verify Gregory Myers’ record?
Search CRD 4625574 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Myers’ full registration record.
