Senior Vice President / Portfolio Manager · Nicholson Meyer Capital Management, Inc.
Susanne R. Meyer
CRD 5290915 · Named on Form ADV at one SEC-registered adviser
At a glance
Nicholson Meyer Capital Management, Inc., an SEC-registered wealth manager based in Kansas City, MO with $338 million in regulatory assets, lists Susanne R. Meyer on its Form ADV as Senior Vice President / Portfolio Manager, a control person.
Firms and roles
- Nicholson Meyer Capital Management, Inc.Senior Vice President / Portfolio ManagerWealth manager · Kansas City, MO · $338M in regulatory assets
AtlasMembers
Susanne’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Jennifer D. NicholsonPresident & Chief Compliance Officer, Nicholson Meyer Capital Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susanne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.