David M. Campbell

MERIDIAN WEALTH PARTNERS

EXTON, PA 19341

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CRD#: 2272099

Professional summary

David Martin Campbell, CFP® is a registered financial advisor currently at MERIDIAN WEALTH PARTNERS, LLC located in Exton, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. David has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Martin Campbell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

June 6, 2025 - Present

MERIDIAN WEALTH PARTNERS, LLC

Office #1: 367 Eagleview Boulevard Ste 202, Exton, PA 19341

RIA

CRD#: 287768

EXTON, PA

Past

January 13, 2010 - July 23, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LANCASTER, PA

Past

November 27, 1992 - February 20, 2009

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERIDIAN WEALTH PARTNERS, LLC

MERIDIAN WEALTH PARTNERS, LLC | MERIDIAN WEALTH PARTNERS, LLC.

CRD#: 287768 / SEC#: 801-110067

RIA

Registered Investment Advisory firm - (3/20/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/9/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/28/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/24/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/28/2004

General Securities Principal Examination

Current Firm

MERIDIAN WEALTH PARTNERS, LLC

MERIDIAN WEALTH PARTNERS, LLC | MERIDIAN WEALTH PARTNERS, LLC.

CRD#: 287768 / SEC#: 801-110067

RIA

Registered Investment Advisory firm - (3/20/2017 Approved)

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Contact information

Main Address

367 Eagleview Boulevard Ste 202, Exton, PA 19341

Mailing Address

Phone number

(610) 272-4700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS (4/28/2025)

Regulatory assets under management

Total Number of Accounts	2,259
AUM (Assets Under Management)	$ 1,255,735,728

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
08/23/2024	Cover Page	Report
10/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David M. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Martin Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

SEI INVESTMENTS DISTRIBUTION CO.

Primary Firm SEC Registration

MERIDIAN WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/9/2024

Series 63

Date: 12/28/1992

Series 7

Date: 11/24/1992

Series 24

Date: 10/28/2004

Current Firm

MERIDIAN WEALTH PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MERIDIAN WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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