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LM

Luke G. Meekins

FLEETSTAR FINANCIAL
BOSTON, MA 02129
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CRD#: 2431398
LM

Professional summary


Luke Gareth Meekins is a registered financial advisor currently at FLEETSTAR FINANCIAL located in Boston, Massachusetts.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Luke has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

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.
FleetStar Financial, LLC, investment related - yes, One Thompson Square, Suite 204, Boston, MA 02129, Insurance Agency, President/Owner/Insurance Agent, 11/2004, Licensed insurance agent. Sale of insurance products (life insurance, annuities, and long-term care). Receives commissions from insurance carriers for products sold. Divides his time equally between FleetStar Advisors (investment adviser) and FleetStar Financial (insurance agency).

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Luke Gareth Meekins'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

July 19, 2013 - Present

FLEETSTAR FINANCIAL

Office #1: One Thompson Square Suite 204, Boston, MA 02129
RIA
CRD#: 168380
BOSTON, MA
Past

August 15, 2006 - July 5, 2018

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
BOSTON, MA
Past

April 13, 2006 - August 15, 2006

KOVACK SECURITIES INC.

RIA
CRD#: 44848
BOSTON, MA
Past

March 31, 2006 - November 30, 2021

KOVACK SECURITIES INC.

BD
CRD#: 44848
BOSTON, MA
Past

January 11, 2006 - April 3, 2006

LPL FINANCIAL LLC

RIA
CRD#: 6413
PEABODY, MA
Past

November 16, 2004 - April 3, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
PEABODY, MA
Past

October 20, 2004 - November 18, 2004

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
MARBLEHEAD, MA
Past

October 20, 2004 - November 18, 2004

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

July 29, 2003 - October 20, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
MARBLEHEAD, MA
Past

September 25, 2000 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

January 2, 1996 - September 25, 2000

FIS SECURITIES, INC.

BD
CRD#: 30533
BOSTON, MA
Past

February 3, 1995 - December 31, 1995

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
PORTLAND, ME
Past

February 3, 1994 - January 23, 1995

NYLIFE SECURITIES LLC

BD
CRD#: 5167
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
Connecticut
(5/29/2020)
IAR
Florida
(8/11/2025)
IAR
Massachusetts
(7/19/2013)
IAR
New Hampshire
(5/14/2021)
IAR
North Carolina
(5/9/2025)
IAR
Texas
(11/14/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/15/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FF
FLEETSTAR FINANCIAL
FLEETSTAR ADVISORS, LLC | FLEETSTAR FINANCIAL

CRD#: 168380 / SEC#:

Connecticut
Registered Investment Advisory firm - (5/29/2020 Approved)
Florida
Registered Investment Advisory firm - (8/11/2025 Approved)
Massachusetts
Registered Investment Advisory firm - (7/19/2013 Approved)
New Hampshire
Registered Investment Advisory firm - (5/14/2021 Approved)
North Carolina
Registered Investment Advisory firm - (10/2/2019 Approved)
Texas
Registered Investment Advisory firm - (11/14/2022 Conditional Restricted)
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Contact information


Main Address
One Thompson Square Suite 204, Boston, MA 02129
Mailing Address
Phone number
(617) 236-1700
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 735,747

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.

Company Information


FLEETSTAR FINANCIAL

CRD#: 168380Boston, MA 02129

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