Christopher Meehan has been an investment adviser representative at Shelter Wealth Strategies since December 2025, and is not listed among the firm’s executive officers or direct owners. Christopher Meehan holds a Bachelor of Science in Finance from Wagner College.
Shelter Wealth Strategies, LLC is a Houston, TX firm with $144M under management, 38 clients and 8 advisers across 5 offices, as of its June 2026 filing.
Christopher Meehan is Senior Client Advisor of Shelter Wealth Strategies, where he works with high-net-worth individuals and their families to manage, grow, and preserve their wealth. He spent five years at Morgan Stanley in a large private wealth group and in 2014 relocated to Houston, Texas to join Salient Partners. He later helped start Excelsior Capital Management, where he grew an advisory practice centered on long-term planning for personal-injury victims and their families.
Christopher Meehan’s longest registration was 5 years at Cambridge Investment Research Advisors, Inc. (2020–2025). Before joining Shelter Wealth Strategies in 2025, Christopher Meehan was registered through Cambridge Investment Research Advisors, Inc. and Salient Capital Advisors, LLC.
- – present · under a yearHouston, TX · Adviser representative · Firm CRD 170655
- Cambridge Investment Research Advisors, Inc.– · 5 yearsHouston, TX · Adviser representative · Firm CRD 134139
- Salient Capital Advisors, LLC– · 3 yearsHouston, TX · Adviser representative · Firm CRD 153914
Investment adviser representative registrations
Christopher Meehan is registered as an investment adviser representative in Texas, since December 2025.
- TexasSince 4 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 January 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 November 2009 |
| Series 7 | General Securities Representative Examination | 18 November 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher John Meehan
- CRD
- 5546345
- Firm
- Shelter Wealth Strategies · CRD 170655
- Office
- 2000 West Loop South, 22nd Floor, Houston, TX 77027
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shelterwealth.com
Where does Christopher Meehan work?
Christopher Meehan is an investment adviser representative registered through Shelter Wealth Strategies, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Meehan a financial advisor?
Yes. Christopher Meehan has a current investment-adviser registration in Texas, through Shelter Wealth Strategies since December 2025.
How many years of experience does Christopher Meehan have?
Christopher Meehan has 15 years in the financial industry, since September 2011, across 3 adviser firms.
What exams has Christopher Meehan passed?
Christopher Meehan has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2009. FINRA credited Christopher Meehan with the SIE, which began in October 2018.
Where did Christopher Meehan work before Shelter Wealth Strategies?
Before Shelter Wealth Strategies, Christopher Meehan was registered through Salient Capital Advisors, LLC, January 2015 to April 2018.
Where is Christopher Meehan based?
Christopher Meehan’s registered office is in Houston, TX.
Is Christopher Meehan registered with FINRA?
No. Christopher Meehan has no current broker registration.
How can I verify Christopher Meehan’s record?
Search CRD 5546345 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Meehan’s full registration record.