Gregory A Myers
Investment Adviser Representative at Financial Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gregory A. Myers is an investment adviser representative with Financial Partners, LLC in Santa Fe, NM, where they have been registered since 2024. They have worked in the securities industry since 2007 and have been registered with 6 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and PNC Investments. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in New Mexico.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Mexico
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Charles Schwab & Co., Inc.Feb 2007 – Dec 2019Santa Fe, NM
- Charles Schwab BANKOct 2013 – Dec 2019Santa Fe, NM
- UnemployedDec 2019 – Apr 2021Santa Fe, NM
- BBVA USA IncApr 2021 – Aug 2021Birmingham, AL
- BBVA Insurance Agency IncApr 2021 – Aug 2021Bernalillo, NM
- BBVA Securities Inc.Apr 2021 – Aug 2021Bernalillo, NM
- BBVA Wealth Solutions, IncApr 2021 – Aug 2021Bernalillo, NM
- PNC InvestmentsAug 2021 – Oct 2022Austin, TX
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 – Feb 2024Austin, TX
- Bank of America, N.A.Jan 2023 – Feb 2024Austin, TX
- Financial Partners, LLCFeb 2024 – no end date reportedSante Fe, NM
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Financial Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $500,000 (waivable)
- First $500,0001.65%
- Next $500,0001.25%
- Next $1,000,0001.00%
- Over $2,000,0000.80%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Santa Fe, NM
- SEC file number:
- 801-110092
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Financial Partners, LLC
2 other advisors in the directory
Similar advisors in Santa Fe, NM
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory A Myers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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