Daniel Gerard Meehan
Investment adviser representative at Global Investment Advisory
16 yearsExperience
1 stateRegistered in
$71.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Global Investment AdvisoryAug 2026 to now
- American Global Wealth ManagmentAug 2026 to now
- Cape Investment AdvisoryAug 2026 to now
- Dgm ConsultingJan 2026 to now
- Berthel, Fisher & Company Financial Services, Inc.Oct 2024 to Dec 2025
- Bfc Planning, Inc.Oct 2024 to Dec 2025
- Securities Management & Research, Inc.Oct 2024 to Dec 2025
- Arete Wealth AdvisorsMay 2024 to Oct 2024
- Arete Wealth ManagementMay 2024 to Oct 2024
- The Strategic Financial Alliance, Inc.Jul 2023 to May 2024
- Independent Financial Group, LLCJul 2022 to Jul 2023
- Silver Birch AssociatesMar 2021 to Jul 2022
- Arkadios CapitalSep 2019 to Mar 2021
- Arkadios Wealth AdvisorsSep 2019 to Mar 2021
- Kalos CapitalAug 2010 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (GA).
Global Investment Advisory
Legal name: Global Investment Advisory LLC
$71.8MAssets managed
182Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2264556
- Firm CRD
- 310305