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Alan Myers

Aerie Capital Management, LLC

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Alan Myers

Aerie Capital Management, LLC

Alan Myers, a financial fiduciary has been a Paladin Registry member since 2013. Alan is the owner of Aerie Capital Management, LLC. Alan holds the Chartered Financial Analyst certifications and has over 13 years of experience. Alan provides financial services to clients in the Baltimore, Maryland area.

I. Snapshot

A. Registry Member
  • Since 2013
B. Years of Experience
  • 13
C. College Degrees
  • Washington University, St. Louis - MBA
  • Guilford College - BS
D. Certifications
  • CFA®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    I am a steward of my clients' money for them. My job is to take care of their funds, invest them wisely so the funds are available to the client when they need them. Legally I am a fiduciary, but even if that were not the case, I consider that acting in my client's best interest is my moral obligation. I must do what is in my clients' best interests. Oftentimes, what I do or offer to my clients comes across as altruistic and there may be an element of that in my business. However altruistic I may seem, I view my number one role as investing my clients' funds in such a way as to meet their goals within the risk tolerances we have set. In the end, if the client is able to comfortably meet their goals without having to stress or worry about the markets and losses, I have done my job for my client.

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Alan Myers
B. Main Location
  • 5605 Belle Vista Ave
    Baltimore, Maryland, 21206
C. Telephone
  • 410.864.8746

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Aerie Capital Management, LLC
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Aerie Capital Management, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade

V. Credentials

A. Years of Financial Experience
  • 13 Years
B. College, Degrees, Years
  • Washington University, St. Louis - MBA
  • Guilford College - BS
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Chartered Financial Analyst Institute

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - Maryland
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 126518
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: Not Applicable
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    I am a steward of my clients' money for them. My job is to take care of their funds, invest them wisely so the funds are available to the client when they need them. Legally I am a fiduciary, but even if that were not the case, I consider that acting in my client's best interest is my moral obligation. I must do what is in my clients' best interests. Oftentimes, what I do or offer to my clients comes across as altruistic and there may be an element of that in my business. However altruistic I may seem, I view my number one role as investing my clients' funds in such a way as to meet their goals within the risk tolerances we have set. In the end, if the client is able to comfortably meet their goals without having to stress or worry about the markets and losses, I have done my job for my client.

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • 47
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Newsletters (Quarterly)
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Alan Myers
Most Recent Update:
  • Feb 6, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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