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Kevin Patrick Meehan

General Wellington Capital LLC

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About Kevin Patrick Meehan

Kevin Meehan is a financial professional with over 20 years of experience in the securities industry. He currently holds registrations with General Wellington Capital LLC and ALT Fund Distributors LLC. Kevin has passed numerous industry exams, including the Series 7, 24, 27, 63, 3, 99TO and SIE. He holds a current principal registration with the FINRA and is also registered with the states of New York and Puerto Rico. Kevin is a member of the FINRA and holds a Series 14 license.

Firm Information

Kevin Meehan is currently registered with General Wellington Capital LLC. General Wellington Capital LLC is a Limited Liability Company formed in November 2015. The firm is registered in California, Connecticut, Florida, Louisiana, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and Texas. It has one approved SEC registration and ten approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

Not reported

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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Kevin Meehan’s Registration & Firm History

NY

06/27/2016 - Present

General Wellington Capital LLC (NEW YORK NY)

NY

10/31/2003 - 02/28/2017

SILVER LEAF PARTNERS, LLC (NEW YORK NY)

NY

11/05/2014 - 10/13/2015

CATALYST MUTUALS FUND DISTRIBUTORS LLC (New York NY)

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Licenses & Designations

BC

Issued 12/15/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 05/11/2007

Series 27 - Financial and Operations Principal Examination

BC

Issued 07/02/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2014

Series 3 - National Commodity Futures Examination

BC

Issued 10/30/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Patrick Meehan.
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