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Patrick Meehan

Td Private Client Wealth LLC

Beverly, MA

Portsmouth, NH

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Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-21
FL RA APPROVED 2023-10-30
ME RA APPROVED 2023-07-27
NH RA APPROVED 2022-07-13
MA RA APPROVED 2022-06-16
  • NY RA
    APPROVED
    Since 2026-07-21
  • FL RA
    APPROVED
    Since 2023-10-30
  • ME RA
    APPROVED
    Since 2023-07-27
  • NH RA
    APPROVED
    Since 2022-07-13
  • MA RA
    APPROVED
    Since 2022-06-16

Branch Locations

55 Dodge Street, Beverly, MA 01915 • United States

333 State Street 2Nd Floor, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsc Securities Corp Atlanta GA 10/2015 01/2019
Santander Bank, Na Boston MA 03/2019 06/2021
Santander Securities, Llc Dorchester MA 03/2019 06/2021
Td Private Client Wealth Llc Beverly MA 05/2022 Present
Td Bank N.A. Beverly MA 05/2022 Present
Td Bank Middleton MA 08/2021 04/2022
  • 10/2015 → 01/2019
    Fsc Securities Corp
    Atlanta, GA
  • 03/2019 → 06/2021
    Santander Bank, Na
    Boston, MA
  • 03/2019 → 06/2021
    Santander Securities, Llc
    Dorchester, MA
  • 05/2022 → Present
    Td Private Client Wealth Llc
    Beverly, MA
  • 05/2022 → Present
    Td Bank N.A.
    Beverly, MA
  • 08/2021 → 04/2022
    Td Bank
    Middleton, MA
Previous Registrations
  • 2019-03-26 → 2021-06-24
    Santander Securities Llc
    Lexington, MA
    Lexington, MA
    Ipswich, MA
    Gloucester, MA
    Manchester, MA
    Beverly, MA
    Topsfield, MA
    Danvers, MA
    Boston, MA
  • 2015-10-19 → 2019-01-07
    Fsc Securities Corporation
    South Hamilton, MA
  • 2013-03-04 → 2015-09-30
    Edward Jones
    St Louis, MO
    Ipswich, MA
    St Louis, MO
    Manchester, MA
    Ipswich, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-22
S63 Uniform Securities Agent State Law Examination 2009-08-06
  • S66 Uniform Combined State Law Examination
    2013-02-22
  • S63 Uniform Securities Agent State Law Examination
    2009-08-06
Other Names
  • Patrick Meehan
  • Patrick Sean Meehan

View on SEC IAPD

Other Firms

EASTERLY INVESTMENT PARTNERS LLC
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
BROOKWOOD ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
US ADVISORY GROUP
MARIPAU WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Other Investors

PAUL BRADLEY CITARELL
RICHARD A. SNOW
BURNS MCNEIL LOWRY
JOSHUA SCHACHTER
JOSE DEJESUS CERVANTES
David Robert MacDougall
JANELL PHILLIPS
JAMES R MCCALL

Other Offices

EASTERLY INVESTMENT PARTNERS LLC · BEVERLY, MA
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC · BEVERLY, MA
BROOKWOOD ADVISORS, LLC · BEVERLY, MA
WELLS FARGO CLEARING SERVICES, LLC · BEVERLY, MA
US ADVISORY GROUP · BEVERLY, MA
MARIPAU WEALTH MANAGEMENT LLC · Danvers, MA
COMMONWEALTH FINANCIAL NETWORK · Danvers, MA
MARIPAU WEALTH MANAGEMENT LLC · Danvers, MA

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