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David E. Meagher

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CRD#: 4903911
DM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Edward Meagher was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2005. David had worked at 5 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 22, 2014 - June 1, 2021

BRENTWOOD CAPITAL ADVISORS LLC

BD
CRD#: 118712
NASHVILLE, TN
Past

May 1, 2012 - June 13, 2014

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

BD
CRD#: 6950
NASHVILLE, TN
Past

September 26, 2008 - April 30, 2012

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
NASHVILLE, TN
Past

December 4, 2006 - July 22, 2008

TRUIST SECURITIES, INC.

BD
CRD#: 6271
NASHVILLE, TN
Past

May 17, 2005 - November 7, 2006

CANACCORD GENUITY LLC

BD
CRD#: 1020
BOSTON, MA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 9/27/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/2005
General Securities Representative Examination

Current Firm

BC
BRENTWOOD CAPITAL ADVISORS LLC
BRENTWOOD CAPITAL ADVISORS LLC

CRD#: 118712 / SEC#: , 8-53681

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information

Main Address
1600 West End Avenue Suite 1550, Nashville, TN 37203
Mailing Address
1600 West End Avenue Suite 1550, Nashville, TN 37203
Phone number
(615) 224-3830
Established
Tennessee since 05/11/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WYLLY, THOMAS COOK IISENIOR PARTNER/MANAGING PARTNER/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER1025314
GALYON, LUTHER ANDERSON IVMANAGING DIRECTOR/PARTNER3081252
CLONCS, BRYAN JAMESMEMBER5351717
LINDSEY, EVAN BURKMEMBER3076356
MEADORS, MARVIN PORTER IVMEMBER6247180
ORY, MICHAEL HENRYMEMBER2870690

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

BRENTWOOD CAPITAL ADVISORS LLC

CRD#: 118712

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