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Kevin Patrick Meehan

ALT FUND DISTRIBUTORS
New York, NY
·CRD# 4652695·23 years experience

Professional Summary

Kevin Patrick Meehan, who also goes by Kevin P. Meehan, is a registered financial advisor currently at ALT FUND DISTRIBUTORS LLC located in New York, New York and GENERAL WELLINGTON CAPITAL LLC located in New York, New York. Kevin is registered as a RR (Registered Representative) and started their career in finance in 2003. Kevin has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 3, Series 7, Series 14,...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kevin P. Meehan

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

23 years in the financial services industry

Current & Past Employments

ALT FUND DISTRIBUTORS LLC·CRD# 146547
BD
140 East 45th Street Suite 15 B, New York, NY 10017
June 14, 2016 - Present
GENERAL WELLINGTON CAPITAL LLC·CRD# 282139
BD
295 Madison Avenue 43rd Floor, New York, NY, 10017
June 27, 2016 - Present
ALT FUND DISTRIBUTORS LLC·CRD# 146547
BD
New York, NY
November 5, 2014 - October 13, 2015
SILVER LEAF PARTNERS, LLC·CRD# 126694
BD
New York, NY
October 31, 2003 - February 28, 2017

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Current Firm

GW
GENERAL WELLINGTON CAPITAL LLC

GENERAL WELLINGTON CAPITAL LLC

CRD#: 282139 / SEC#: 8-69705
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

295 Madison Avenue 43rd Floor, New York, NY, 10017

Mailing Address

295 Madison Avenue 43rd Floor, New York, NY, 10017

Phone Number

(212) 803-7150

Established

New York since 11/06/2015

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (10 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
MCLANE, MICHAEL COLINCEO, COO, MD4461016
MEEHAN, KEVIN PATRICKCCO, FINOP4652695

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
District of Columbia
(5/7/2026)
RR
New York
(6/27/2016)
RR
Puerto Rico
(5/27/2022)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2003About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Sep 2014About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Oct 2003About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 27 — Financial and Operations Principal Examination

Passed May 2007About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Jul 2004About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Kevin Patrick Meehan's CRS (Customer Relationship Summary).

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