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Thomas Patrick Meehan

Edgemoor Investment Advisors, Inc.

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About Thomas Patrick Meehan

Thomas Meehan is a registered Investment Advisor Representative with Edgemoor Investment Advisors, Inc. Thomas Meehan has been in the industry since 1999 and is currently active in the District of Columbia, Maryland, and Virginia. Thomas Meehan holds the Series 6, SIE, and Series 66 licenses. Thomas Meehan has previously been registered with Integrity Funds Distributor, LLC and Viking Fund Distributors, LLC.

Firm Information

Thomas Meehan is currently registered with Edgemoor Investment Advisors, Inc.. Edgemoor Investment Advisors, Inc. is an investment advisory firm based in Bethesda, MD. They manage approximately $1.18 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and investment companies. The firm provides financial planning and portfolio management services.
Edgemoor Investment Advisors, Inc.

7250 WOODMONT AVENUE

BETHESDA, MD 20814

$1.18B

Assets Under Management

Not reported

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Meehan’s Registration & Firm History

DC

09/29/2006 - Present

Edgemoor Investment Advisors, Inc. (WASHINGTON DC)

MD

08/13/2009 - 12/01/2014

INTEGRITY FUNDS DISTRIBUTOR, LLC (BETHESDA MD)

MD

12/16/2002 - 08/13/2009

VIKING FUND DISTRIBUTORS, LLC (BETHESDA MD)

MD

11/15/1999 - 11/29/2002

INCAP SECURITIES, INC. (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 11/17/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/2014

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Patrick Meehan.
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