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Detailed Report
STEPHEN EDWARD MYERS
STEPHEN E MYERS SR., STEPHEN E MYERS, STEPHEN EDWARD MYERS SR, STEVE MYERS, STEPHEN EDWARD MYERS SR
CRD#: 4228320
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Investment Adviser
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Previous Broker
AE WEALTH MANAGEMENT, LLCCRD#: 282580 4309 Linglestown Rd
Ste 109
Harrisburg, PA 17112
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2017 - 2018 (1 year)2 FIRMS2018 - 2020 (1 year)IAAE WEALTH MANAGEMENT, LLC (CRD# 282580)2021 - Present (3 years)BHORNOR, TOWNSEND & KENT, INC. (CRD# 4031)2015 - 2017 (1 year)BMETLIFE SECURITIES INC. (CRD# 14251)2015 - 2015 (<1 year)BPATRICK CAPITAL MARKETS, LLC (CRD# 16518)2014 - 2015 (1 year)BLINCOLN FINANCIAL DISTRIBUTORS... (CRD# 145)2011 - 2013 (1 year)BSUN LIFE FINANCIAL DISTRIBUTOR... (CRD# 5496)2008 - 2011 (3 years)BPRUDENTIAL ANNUITIES DISTRIBUT... (CRD# 21570)2005 - 2008 (2 years)BMETLIFE INVESTORS DISTRIBUTION... (CRD# 107622)2004 - 2005 (<1 year)BMETLIFE INVESTORS DISTRIBUTION... (CRD# 6695)2002 - 2004 (2 years)BPLANCO FINANCIAL SERVICES, INC. (CRD# 8326)2000 - 2002 (1 year)
License(s)

State Registrations

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Pennsylvania 11/3/2021
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Texas 11/1/2023
Current Registration(s)
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AE WEALTH MANAGEMENT, LLC (CRD#:282580)
4309 Linglestown Rd Ste 109, Harrisburg, PA 17112
Registered with this firm since 11/3/2021
Previous Registration(s)
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 10/12/2018 - 06/26/2020 INVESTMENT ADVISORS (CRD#:15708) CAMP HILL, PA
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 10/12/2018 - 06/26/2020 PROEQUITIES, INC. (CRD#:15708) CAMP HILL, PA
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 04/12/2017 - 10/08/2018 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) CAMP HILL, PA
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 02/13/2017 - 10/08/2018 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) CAMP HILL, PA
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 11/23/2015 - 02/28/2017 HORNOR, TOWNSEND & KENT, INC. (CRD#:4031) CONSHOHOCKEN, PA
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 02/09/2015 - 11/24/2015 METLIFE SECURITIES INC. (CRD#:14251) CAMP HILL, PA
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 01/31/2014 - 02/24/2015 PATRICK CAPITAL MARKETS, LLC (CRD#:16518) TRABUCO CANYON, CA
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 09/15/2011 - 07/02/2013 LINCOLN FINANCIAL DISTRIBUTORS, INC. (CRD#:145) RADNOR, PA
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 02/05/2008 - 07/15/2011 SUN LIFE FINANCIAL DISTRIBUTORS, INC. (CRD#:5496) WELLESLEY HILLS, MA
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 05/02/2005 - 01/29/2008 PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (CRD#:21570) SHELTON, CT
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 12/11/2004 - 04/12/2005 METLIFE INVESTORS DISTRIBUTION COMPANY (CRD#:107622) NEW YORK CITY, NY
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 03/21/2002 - 12/11/2004 METLIFE INVESTORS DISTRIBUTION COMPANY (CRD#:6695) NEWPORT BEACH, CA
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 08/24/2000 - 03/12/2002 PLANCO FINANCIAL SERVICES, INC. (CRD#:8326) HARTFORD, CT
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.