Robert Meyer Email & Phone Number
Managing Partner @ Stratos Private Wealth
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Robert Meyer Location
- San Diego, CA, US
Robert Meyer Work
- 2021 -now Managing Partner @
- 2018 -2021 CEO and Chief Investment Officer @
- 2012 -2018 Founding Partner, CEO and Chief Investment Officer @
- 2001 -2012 Financial Planner @ La Jolla Group, Morgan Stanley Smith Barney
- 1998 -2001 Financial Planner @
Robert Meyer Education
- University of Arizona
Bachelor of Science (BS) (Business Administration)
1992 - University of Arizona
Charter Life Underwriter
- The CFP Board
Certified Financial Planner
- The University of Chicago Booth School of Business
Certified Private Wealth Advisor (CPWA)
Robert Meyer Skills
- Alternative Investments
- Leadership
- Microsoft Office
- Financial Modeling
- Investments
- Marketing
- Certified Financial Planner
- Customer Service
- Insurance
- Strategy
- Financial Planning
Robert Meyer Summary
- Robert Meyer, based in San Diego, CA, US, is currently a Managing Partner at Stratos Private Wealth. Robert Meyer brings experience from previous roles at Truuwater Financial, Ibis Capital (US), La Jolla Group, Morgan Stanley Smith Barney and Morgan Stanley. Robert Meyer holds a Bachelor of Science (BS) in Business Administration @ University of Arizona. With a robust skill set that includes Alternative Investments, Leadership, Microsoft Office, Financial Modeling, Investments and more. Robert Meyer has 1 emails and 1 mobile phone numbers on RocketReach.
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Allison Williams
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Danny Roberts
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