Daniel J. Mccusker

MERIDIAN WEALTH PARTNERS

EXTON, PA 19341

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CRD#: 3261229

Professional summary

Daniel J Mccusker JR., AIF®, CFP®, who also goes by Daniel J Mccusker, is a registered financial advisor currently at MERIDIAN WEALTH PARTNERS, LLC located in Exton, Pennsylvania.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Daniel has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel J Mccusker

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.

INSURANCE CONSULTANT, INVESTMENT RELATED, 1000 GERMANTOWN PIKE, SUITE H-1 PLYMOUTH MEETING, PA 19462, INSURANCE CONSULTANT MANAGER 5/5/14 5 HOURS PER WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel J Mccusker JR.'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

April 6, 2017 - Present

MERIDIAN WEALTH PARTNERS, LLC

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

RIA

CRD#: 287768

EXTON, PA

Past

November 20, 2014 - December 7, 2017

HJ WEALTH MANAGEMENT LLC

RIA

CRD#: 139160

PLYMOUTH MEETING, PA

Past

August 6, 2014 - May 24, 2016

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

PLYMOUTH MEETING, PA

Past

August 2, 2012 - July 3, 2014

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

MEDIA, PA

Past

April 4, 2012 - December 31, 2015

ELKO FINANCIAL ADVISORS

RIA

CRD#: 119394

MEDIA, PA

Past

November 26, 2007 - March 20, 2012

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

MERCHANTVILLE, NJ

Past

November 26, 2007 - March 20, 2012

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

MERCHANTVILLE, NJ

Past

June 25, 2002 - November 29, 2007

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

MERCHANTVILLE, NJ

Past

September 22, 2000 - November 29, 2007

CINCINNATI ANALYSTS, INC.

CRD#: 5478

MERCHANTVILLE, NJ

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
(4/6/2017)

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 66

Date: 4/5/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/24/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/2000

General Securities Representative 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

Daniel J. Mccusker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel J Mccusker JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

HJ WEALTH MANAGEMENT LLC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

ELKO FINANCIAL ADVISORS

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

Primary Firm SEC Registration

MERIDIAN WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/5/2001

SIE

Date: 5/24/2016

Series 7

Date: 9/21/2000

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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