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MEYER HANDELMAN COMPANY LLC

RYE BROOK, NY · CRD 107309 · IAPD ↗ · 914-939-4060

$3.24BRegulatory AUM
8Advisory reps
18Employees
0Clients
11-25Planning clients
1Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — MEYER HANDELMAN COMPANY LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
May 2025 — MEYER HANDELMAN COMPANY LLC now reports 1 private fund(s) ($5.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
80
April 2025 — MEYER HANDELMAN COMPANY LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.