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Shane Michael Meyer

Investment Adviser Representative at FORTIS CAPITAL ADVISORS, LLC

Toledo, OHCRD #4314134Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/20/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 6/18/2003
Series 7
General Securities Representative Examination
Passed 1/29/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Source

Fortis Capital Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FORTIS CAPITAL ADVISORS, LLCCurrent
5/5/2026Toledo, OH
KMG FIDUCIARY PARTNERS, LLC
1/17/20205/12/2026Toledo, OH
MORGAN STANLEY
11/5/20101/21/2020Toledo, OH
UBS FINANCIAL SERVICES INC.
2/9/200711/12/2010Sylvania, OH
MCDONALD INVESTMENTS INC.
1/18/20072/9/2007Perrysburg, OH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shane Michael Meyer 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.

Shane Michael Meyer - Financial Advisor in Toledo, OH | AdvisorFinder