Bernard N. Meehan

MEEHAN, BERNARD

Astoria, NY

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CRD#: 1061815

Professional summary

Bernard Norman Meehan, who also goes by Ernard Norman Meehan, is a registered financial advisor currently at MEEHAN, BERNARD located in Astoria, New York.

Bernard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Bernard has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ernard Norman Meehan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BUSINESS NAME IS BERNARD MEEHAN, D/B/A/ FORGE FINANCIAL SERVICES. IT OFFERS TAX PREPARATION MOSTLY TO CLIENTS THAT HAVE AN INVESTMENT ACCOUNT WITH ME. I AM THE SOLE PROPRIETOR OF THIS BUSINESS WHICH IS LOCATED AT 1224 31 AVENUE, ASTORIA, NY 11106. BUSINESS COMMENCED IN 1972 AND IS CURRENTLY ACTIVE. I DEVOTE APPROXIMATELY 40 HOURS/MONTH TO THIS BUSINESS OF WHICH ABOUT 20 HOURS/MONTH WOULD BE DURING TRADING HOURS. i AM THE ONLY TAX PREPARER EMPLOYED BY MY FIRM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Norman Meehan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 6, 2021 - Present

MEEHAN, BERNARD

RIA

CRD#: 142437

Astoria, NY

Past

August 1, 2003 - April 24, 2007

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

ASTORIA, NY

Past

August 1, 2003 - November 12, 2007

WALNUT STREET SECURITIES, INC.

CRD#: 15840

ASTORIA, NY

Past

November 12, 1997 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

RIA

CRD#: 8503

ASTORIA, NY

Past

October 25, 1982 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(8/6/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/7/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/23/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/17/1983

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/22/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MEEHAN, BERNARD

BERNIE MEEHAN | MEEHAN, BERNARD NORMAN | MEEHAN, BERNARD | FORGE FINANCIAL SERVICES

CRD#: 142437 / SEC#:

New York

Registered Investment Advisory firm - (3/26/2007 Approved)

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Contact information

Main Address

Astoria, NY

Mailing Address

Phone number

(718) 626-7814

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 7,114,124

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bernard N. Meehan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Norman Meehan's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEEHAN, BERNARD

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/1999

Series 63

Date: 11/23/1988

Series 7

Date: 9/17/1983

Series 6

Date: 10/22/1982

Current Firm

MEEHAN, BERNARD

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MEEHAN, BERNARD

TRUST BUT VERIFY

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