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Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-03-16
  • PA RA
    APPROVED
    Since 2015-03-16

Branch Locations

1065 Andrew Drive, West Chester, PA 19380 • United States

Croydon, PA • 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
Lpl Financial, Llc Croydon PA 09/2012 Present
Wealthcare Advisory Partners Llc Dba Andrew M. Meehan Croydon PA 03/2015 Present
  • 09/2012 → Present
    Lpl Financial, Llc
    Croydon, PA
  • 03/2015 → Present
    Wealthcare Advisory Partners Llc Dba Andrew M. Meehan
    Croydon, PA
Previous Registrations
  • 2010-09-01 → 2012-09-18
    Cetera Wealth Services, Llc
    Holland, PA
    King Of Prussia, PA
    Holland, PA
  • 2002-07-30 → 2010-09-01
    New York, NY
    Holland, PA
    Levittown , PA
Other Businesses

(1) 09/06/2012: ANDREW M. MEEHAN, INC - NON-VARIABLE INSURANCE DBA - AT REPORTED BUSIENSS LOCATION(S) - 10% OF TIME SPENT (2) 09/06/2012: WELL STRUNG BAND - NOT INV REL - MUSICIAN - 1% OF TIME SPENT - HARMONICA PLAYER/SINGER (3) 09/06/2012: THE MOJOMAN - NOT INV REL - MUSICIAN - 2% OF TIME SPENT - PERFORM LIVE MUSIC, WRITE AND RECORD MUSIC (4) 04/28/2015: WEALTHCARE ADVISORY PARTNERS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) ANDREW M. MEEHAN INC - START 03/06/2015 - 80 HR/MO ALL DURING SECS TRDG HRS (5) 04/28/2015: WEALTHCARE ADVISORY PARTNERS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR: (HYBRID) WEALTHCARE ADVISORY PARTNERS, LLC - START 03/06/2015 - 80 HR/MO ALL DURING SECS TRDG HRS - INVESTMENT ADVISER REPRESENTATIVE (6) 07/05/2016: cbs brokerage - Non-Variable Insurance - INV REL - Start 02/25/2016 - my home office 23 penn circle Holland pa 18966 - my role is to determine insurance needs of clients and implement suitable solutions through the sale of fixed insurance products mainly life insurance. - 15 Hr/Mo; 15 Hours During Securities Trading (7) 11/29/2021 - Andy Meehan For Congress - Investment Related - Home Based - Other-political campaign - Candidate for US House of Representatives - Start Date: 11/15/2021 - 60 Hours Per Month/15 Hours During Securities Trading - Political campaign.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-15
S63 Uniform Securities Agent State Law Examination 1998-11-06
  • S65 Uniform Investment Adviser Law Examination
    1999-06-15
  • S63 Uniform Securities Agent State Law Examination
    1998-11-06
Other Names
  • Andrew Meehan

View on SEC IAPD

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