Heather F. Mcmeekin

MITCHELL SINKLER & STARR

PHILADELPHIA, PA 19102

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CRD#: 2628517

Professional summary

Heather Flick Mcmeekin, who also goes by Heather Lee Flick, is a registered financial advisor currently at MITCHELL SINKLER & STARR located in Philadelphia, Pennsylvania.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Heather has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Heather Lee Flick

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Flick Mcmeekin's CRS (Customer Relationship Summary).

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

April 28, 2015 - Present

MITCHELL SINKLER & STARR

Office #1: Two Penn Center Plaza Suite 1320, Philadelphia, PA 19102

RIA

CRD#: 106460

PHILADELPHIA, PA

Past

January 3, 2006 - November 5, 2008

FORESIDE FUND SERVICES, LLC

CRD#: 46106

BERWYN, PA

Past

October 16, 2001 - December 31, 2005

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

CRD#: 40644

JENKINTOWN, PA

Past

November 3, 2000 - March 28, 2001

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

Past

March 27, 1998 - November 3, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

July 31, 1996 - March 5, 1998

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MITCHELL SINKLER & STARR

MITCHELL SINKLER & STARR | MITCHELL SINKLER & STARR INC

CRD#: 106460 / SEC#: 801-8445

RIA

Registered Investment Advisory firm - (2/8/1972 Approved)

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

Pennsylvania
(4/28/2015)

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: 4/28/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/18/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/8/1996

General Securities Representative Examination

Current Firm

MITCHELL SINKLER & STARR

MITCHELL SINKLER & STARR | MITCHELL SINKLER & STARR INC

CRD#: 106460 / SEC#: 801-8445

RIA

Registered Investment Advisory firm - (2/8/1972 Approved)

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Contact information

Main Address

Two Penn Center Plaza Suite 1320, Philadelphia, PA 19102

Mailing Address

Phone number

(215) 665-1450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MSS ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	580
AUM (Assets Under Management)	$ 1,771,245,020

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/25/2025	Cover Page	Report
08/26/2024	Cover Page	Report
09/20/2023	Cover Page	Report
10/19/2022	Cover Page	Report

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

Heather F. Mcmeekin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Flick Mcmeekin's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

UBS SECURITIES LLC

UBS FINANCIAL SERVICES INC.

PERSHING LLC

Primary Firm SEC Registration

MITCHELL SINKLER & STARR

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2015

Series 63

Date: 11/18/1996

Series 7

Date: 3/8/1996

Current Firm

MITCHELL SINKLER & STARR

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MITCHELL SINKLER & STARR

TRUST BUT VERIFY

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