# Meehan, Bernard

> Meehan, Bernard is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 14, 2024.

- CRD: 142437
- Filed as: MEEHAN, BERNARD
- Legal name: Meehan, Bernard Norman
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 14, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142437
- AdvisorCensus page: https://advisorcensus.com/firm/meehan-bernard-142437

## Quick answers

**How is Meehan, Bernard compensated?**
On its Form ADV (Item 5.E, October 2026), Meehan, Bernard reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Meehan, Bernard registered with the SEC or a state?**
Meehan, Bernard is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142437.

**How much does Meehan, Bernard manage?**
Meehan, Bernard reports $7,114,124 in regulatory assets under management in its Form ADV filing dated March 14, 2024 (100% discretionary).

**What types of clients does Meehan, Bernard serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (8).

**Does Meehan, Bernard report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142437

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $7,114,124
- Discretionary: $7,114,124
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $3,821,058 |
| High net worth individuals | 8 | $3,293,066 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meehan, Bernard (CRD 142437): Form ADV filing data as of October 2026.