Christopher J. Meehan
Professional summary
Christopher John Meehan JR, who also goes by Chris Meehan, Christopher J Meehan, is a registered financial advisor currently at SHELTER WEALTH STRATEGIES, LLC located in Houston, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christopher has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher John Meehan JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 4, 2025 - Present
SHELTER WEALTH STRATEGIES, LLC
Office #1: 2000 West Loop South Suite 1510, Houston, TX 77027November 16, 2020 - December 11, 2025
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
November 6, 2020 - December 11, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.
May 8, 2018 - March 24, 2020
NEWEDGE SECURITIES, LLC
January 20, 2015 - April 30, 2018
SALIENT CAPITAL ADVISORS, LLC
October 2, 2014 - April 30, 2018
SALIENT CAPITAL L.P.
November 11, 2011 - October 4, 2014
MORGAN STANLEY
November 19, 2009 - August 25, 2010
NATIONAL SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/4/2025)
Exams
Current Firm
SHELTER WEALTH STRATEGIES, LLC
CRD#: 170655 / SEC#: 801-135465
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 144,141,193 |
Red Flags
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