Alan Frederic Myers
Investment adviser representative at Trails Edge Wealth Advisers, LLC
10 yearsExperience
2 statesRegistered in
$153.7MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Trails Edge Wealth Advisers, LLCSep 2018 to now
- Wells Fargo Clearing Services, LLCFeb 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, IL).
Trails Edge Wealth Advisers, LLC
$153.7MAssets managed
60Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2554527
- Firm CRD
- 299466