Steven D. Meahan

MEAHAN FINANCIAL SERVICES

Las Vegas, NV 89144-7038

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CRD#: 1234042

Professional summary

Steven Douglas Meahan is a registered financial advisor currently at MEAHAN FINANCIAL SERVICES located in Las Vegas, Nevada.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Steven has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Douglas Meahan'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 7, 2013 - Present

MEAHAN FINANCIAL SERVICES

Office #1: 10304 Anniston Lane, Las Vegas, NV 89144-7038

RIA

CRD#: 167630

Las Vegas, NV

Past

May 7, 2013 - May 17, 2017

DFPG INVESTMENTS, LLC

CRD#: 155576

PLEASANT HILL, CA

Past

August 3, 2012 - April 23, 2013

SANDLAPPER WEALTH MANAGEMENT, LLC

RIA

CRD#: 164443

GREENVILLE, SC

Past

February 16, 2012 - April 23, 2013

SANDLAPPER SECURITIES, LLC

CRD#: 137906

PLEASANT HILL, CA

Past

January 14, 2002 - January 26, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

PLEASANT HILL, CA

Past

December 3, 2001 - January 26, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

WALNUT CREEK, CA

Past

September 10, 1998 - December 12, 2001

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

May 9, 1990 - October 8, 1999

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

August 25, 1989 - May 16, 1990

FIRST AFFILIATED SECURITIES

CRD#: 23737

LA JOLLA, CA

Past

August 4, 1987 - August 25, 1989

PFG SECURITIES, INC.

CRD#: 15401

Past

September 6, 1984 - August 3, 1987

OSAIC FS, INC.

CRD#: 3870

Past

January 25, 1984 - September 28, 1984

NEW ENGLAND SECURITIES

CRD#: 615

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

California
(8/7/2013)

IAR

Nevada
(6/20/2023)

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: 6/11/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/25/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/14/1999

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/21/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/6/1991

General Securities Principal Examination

Current Firm

MEAHAN FINANCIAL SERVICES

MEAHAN FINANCIAL SERVICES | TAX REDUCTION AND INVESTMENTS STRATGETIES, INC | TAX REDUCTION AND INVESTMENTS STRATEGIES, INC | TAX REDUCTION AND INVESTMENTS SATRAEGIES, INC | TAX REDUCTION AND INVESTMENT STRATEGIES,INC | TAX REDUCTION AND INVESTMENT STRATEGIES, INC | TAX REDUCTION AND INVESTMENT SERVICES, INC.

CRD#: 167630 / SEC#:

California

Registered Investment Advisory firm - (8/7/2013 Approved)

Nevada

Registered Investment Advisory firm - (6/13/2023 Approved)

Oklahoma

Registered Investment Advisory firm - (11/29/2018 Terminated)

Texas

Registered Investment Advisory firm - (11/29/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

10304 Anniston Lane, Las Vegas, NV 89144-7038

Mailing Address

10304 Anniston Lane, Las Vegas, NV 89144-7038

Phone number

(702) 844-8912

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Advisor Monitoring

Firm Stability Insights

Steven D. Meahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Douglas Meahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

DFPG INVESTMENTS, LLC

SANDLAPPER WEALTH MANAGEMENT, LLC

SANDLAPPER SECURITIES, LLC

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

GROVE POINT INVESTMENTS, LLC

FSC SECURITIES CORPORATION

FIRST AFFILIATED SECURITIES

PFG SECURITIES, INC.

OSAIC FS, INC.

NEW ENGLAND SECURITIES

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/1999

Series 63

Date: 7/25/1997

SIE

Date: 5/17/2017

Series 31

Date: 5/14/1999

Series 7

Date: 1/21/1984

Series 24

Date: 5/6/1991

Current Firm

MEAHAN FINANCIAL SERVICES

Contact information

Documents

Red Flags

Company Information

MEAHAN FINANCIAL SERVICES

TRUST BUT VERIFY

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