Financial advisor
Gerard J. Mehan
Now at &Partners · Albany, NY
Registered as GERARD J MEHAN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Andrew J. Cook Jr., Gerard J. Mehan | Wells Fargo Advisors | &Partners | Breakaway | July 10, 2026 | $864M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| &PARTNERS | Investment adviser | July 10, 2026 | Current |
| &PARTNERS | Broker-dealer | July 10, 2026 | Current |
| WELLS FARGO ADVISORS | Investment adviser | April 12, 2019 | July 20, 2026 |
| WELLS FARGO CLEARING SERVICES, LLC | Broker-dealer | April 12, 2019 | July 20, 2026 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Investment adviser | October 23, 2009 | April 15, 2019 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | October 23, 2009 | April 15, 2019 |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | Investment adviser | October 20, 2004 | October 23, 2009 |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | Broker-dealer | October 20, 2004 | October 23, 2009 |
| QUICK & REILLY, INC. | Investment adviser | September 5, 2002 | October 20, 2004 |
| QUICK & REILLY, INC. | Broker-dealer | January 22, 2002 | October 20, 2004 |
| PRIMEVEST FINANCIAL SERVICES, INC. | Broker-dealer | June 6, 2001 | January 14, 2002 |
| COMPULIFE INVESTOR SERVICES, INC. | Broker-dealer | June 20, 2000 | June 6, 2001 |
| CONSECO SECURITIES, INC. | Broker-dealer | March 18, 1999 | June 28, 2000 |
| FISCO EQUITY, INC. | Broker-dealer | August 8, 1997 | March 23, 1999 |
| INDEPENDENT FINANCIAL SECURITIES, INC. | Broker-dealer | June 14, 1996 | August 26, 1997 |
| EQ FINANCIAL CONSULTANTS, INC. | Broker-dealer | December 8, 1992 | June 11, 1996 |
| THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES | Broker-dealer | December 8, 1992 | June 11, 1996 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.