Nathan Meyer has been Director of Compliance & Operations of Caitlin John since September 2024, is not listed as a control person, but directly owns under 5% of the firm.
Caitlin John, LLC is a Brighton, MI firm with $215M under management, 602 clients and 25 advisers across 14 offices, as of its September 2026 filing.
Nathan Meyer’s longest registration is the current one, 4 years at Caitlin John since 2022. Before joining Caitlin John in 2022, Nathan Meyer was registered through Guardian Pointe Private Wealth Management, LLC.
- A Smarter Way to InvestAlso current– present · 2 yearsBrighton, MI · Adviser representative · Firm CRD 166170
- Simplyria Advisor NetworkCurrent– present · 4 yearsBrighton, MI · Adviser representative · Firm CRD 154494
- Guardian Pointe Private Wealth Management, LLC– · 2 yearsBrighton, MI · Adviser representative · Firm CRD 284460
Investment adviser representative registrations
Nathan Meyer is registered as an investment adviser representative in Michigan, since March 2023.
- MichiganSince 21 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nathan Daniel Meyer
- CRD
- 7231965
- Firm
- Caitlin John · CRD 154494
- Role
- Director of Compliance & Operations
- Office
- 1024 E. GRAND RIVER AVE, SUITE B, Brighton, MI 48116
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Nathan Meyer work?
Nathan Meyer has been Director of Compliance & Operations of Caitlin John, LLC since September 2024.
Is Nathan Meyer a financial advisor?
Yes. Nathan Meyer has a current investment-adviser registration in Michigan, through Caitlin John since January 2022.
How many years of experience does Nathan Meyer have?
Nathan Meyer has 6 years in the financial industry, since February 2020, across 3 adviser firms.
What exams has Nathan Meyer passed?
Nathan Meyer passed the Series 65 in February 2020.
Where is Nathan Meyer based?
Nathan Meyer’s registered office is in Brighton, MI.
Is Nathan Meyer registered with FINRA?
No. Nathan Meyer has no current broker registration.
How can I verify Nathan Meyer’s record?
Search CRD 7231965 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Meyer’s full registration record.