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RIA / WealthAdvisor25 years in industry

JAMES NATHANIEL MEEHAN

Advisor at USI ADVISORS

GLASTONBURY, CT | Glastonbury, CT

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Search this name across graphsid dfx:ria:1746493a-d4ce-22fe-6d89-70b0c1a8baed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 20, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: USI ADVISORS
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 2, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Mar 2, 2001
First registration: Aug 20, 2009
Dual registered: no
Other names: JAMIE MEEHAN|JAMES NATHANIEL MEEHAN|JAMIE N MEEHAN
IAPD individual key: 2975007

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
USI ADVISORS	Institutional manager	Feb 7, 2018	n/a	yes	Glastonbury, CT\|GLASTONBURY, CT	Current employment
SENTINEL PENSION ADVISORS, LLC.	Institutional manager	Mar 4, 2015	Feb 8, 2016	no	NEW YORK, NY\|WAKEFIELD, MA\|New York, NY	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	May 1, 2012	Nov 19, 2014	no	NEW YORK, NY\|SYOSSET, NY	Previous registration
MORGAN STANLEY	Wirehouse	Aug 20, 2009	Feb 8, 2012	no	New York, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SENTINEL PENSION ADVISORS, LLC.	USI ADVISORS	Feb 8, 2016	Feb 7, 2018	730	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	SENTINEL PENSION ADVISORS, LLC.	Nov 19, 2014	Mar 4, 2015	105	Firm change	Other
MORGAN STANLEY	NFP ADVISOR SERVICES, LLC	Feb 8, 2012	May 1, 2012	83	Firm change	Other

Relationships

Registered with (4)

→ USI ADVISORSRegistered adviserregistration: current employment
Feb 7, 2018 to presentfactForm ADV
→ SENTINEL PENSION ADVISORS, LLC.Registered adviserregistration: previous registration
Mar 4, 2015 to Feb 8, 2016factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
May 1, 2012 to Nov 19, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 20, 2009 to Feb 8, 2012factForm ADV

Dated events

No dated event names this entity yet.