DM
David G. Meehan
MAPLE STREET CAPITAL ADVISORS
Barrington, IL
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CRD#: 6982022
DM
Professional summary
David Grant Meehan is a registered financial advisor currently at MAPLE STREET CAPITAL ADVISORS, LLC located in Barrington, Illinois.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. David has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David Grant Meehan'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®
NoneExperience
Current
July 20, 2018 - Present
MAPLE STREET CAPITAL ADVISORS, LLC
RIA
CRD#: 289167
Barrington, IL
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
Illinois(7/20/2018)
Exams
Current Firm
MS
MAPLE STREET CAPITAL ADVISORS, LLC
MAPLE STREET CAPITAL ADVISORS, LLC
CRD#: 289167 / SEC#:
Illinois
Registered Investment Advisory firm - (7/20/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Barrington, IL
Mailing Address
Phone number
(224) 633-3232
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 13,611,177 |
Red Flags
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