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Daniel Shrigley Meader

TRINITY INVESTORS FUND ADVISORS, LLC·SOUTHLAKE, Texas
SIE, Series 7, Series 14, Series 24, Series 63, Series 79TOCFA22 years registeredTRINITY INVESTORS FUND ADVISORS, LLC
2102 E STATE HWY 114, SOUTHLAKE, TX 76092CRD# 4789581Firm CRD# 314603

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Shrigley Meader · SOUTHLAKE, TX
Registration
CRD #4789581 · TRINITY INVESTORS FUND ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

TRINITY INVESTORS FUND ADVISORS, LLC
Jul 2023 – present
TPEG SECURITIES, LLC
Aug 2008 – present
TRINITY ADVISORS
Jun 2004 – Dec 2010
SOUTHLAKE, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 63
Series 79TO
Registration record
First registered · June 23, 2004
Years registered · 22
Professional designation · CFA
03

Disclosure History

2024Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
TRINITY INVESTORS FUND ADVISORS, LLC
CRD 314603 · SEC 801-128471
AUM
$492M
Regulatory assets under management
Employees
4
40 client accounts
Services offered by TRINITY INVESTORS FUND ADVISORS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at TRINITY INVESTORS FUND ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Daniel Shrigley Meader offer?
Daniel Shrigley Meader specializes in Retirement Planning. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Daniel Shrigley Meader's credentials?
Daniel Shrigley Meader holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel Shrigley Meader located?
Daniel Shrigley Meader is based in SOUTHLAKE, Texas, working with TRINITY INVESTORS FUND ADVISORS, LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does Daniel Shrigley Meader charge for services?
Daniel Shrigley Meader's firm is compensated through percentage of aum, other: project level carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRINITY INVESTORS FUND ADVISORS, LLC?
TRINITY INVESTORS FUND ADVISORS, LLC has approximately 4 employees and manages $492M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRINITY INVESTORS FUND ADVISORS, LLC

Sanjay Chandra
SOUTHLAKE, TX
CFA

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