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David Stephen Meell

Foreside Fund Services, LLC

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About David Stephen Meell

David Meell is a financial professional with over 25 years of experience in the financial services industry. David is currently registered with Foreside Fund Services, LLC and is located in New York, NY. David has held previous roles with Legg Mason Investor Services, LLC, MBSC Securities Corporation, Citigroup Global Markets Inc., PaineWebber Incorporated, and Dean Witter Reynolds Inc. David holds the Series 7, Series 24, and SIE licenses.

Firm Information

David Meell is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Meell’s Registration & Firm History

NY

05/06/2020 - Present

Foreside Fund Services, LLC (New York NY)

NY

10/16/2018 - 03/11/2020

LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)

NY

10/06/2004 - 10/08/2018

MBSC SECURITIES CORPORATION (New York NY)

NY

07/13/2000 - 10/04/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NJ

03/30/1999 - 06/29/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

06/27/1996 - 03/25/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 06/11/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Stephen Meell.
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