Christopher John Meehan
Investment adviser representative at Shelter Wealth Strategies, LLC
12 yearsExperience
1 stateRegistered in
$144.1MFirm assets
Under 1 yearFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Shelter Wealth Strategies, LLCDec 2025 to now
- Cambridge Investment Research Advisors, Inc.Nov 2020 to Dec 2025
- Cambridge Investment Research, Inc.Nov 2020 to Dec 2025
- Sage Settlement ConsultingJun 2020 to Dec 2023
- Mid Atlantic Capital CorporationMay 2018 to Mar 2020
- Salient Capital Advisors, LLCSep 2014 to Apr 2018
- Salient Capital, L.P.Sep 2014 to Apr 2018
- Salient Partners, L.P.Sep 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Shelter Wealth Strategies, LLC
$144.1MAssets managed
38Clients
16Advisers
Under 1 yearIn 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
- 5546345
- Firm CRD
- 170655