David G. Meschel
Professional summary
David Gregory Meschel, CFP® is a registered financial advisor currently at MESCHEL WEALTH MANAGEMENT LLC located in Yardley, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 5 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Gregory Meschel's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
September 19, 2020 - Present
MESCHEL WEALTH MANAGEMENT LLC
October 7, 2020 - April 5, 2022
PURSHE KAPLAN STERLING INVESTMENTS
January 25, 2018 - October 5, 2020
THE RETIREMENT GROUP, LLC
November 18, 2015 - December 31, 2017
THE RETIREMENT GROUP, LLC
November 6, 2015 - October 5, 2020
FSC SECURITIES CORPORATION
February 25, 2013 - November 17, 2015
SIGNATOR INVESTORS, INC.
January 16, 2013 - November 17, 2015
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/10/2021)
(9/19/2020)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
MESCHEL WEALTH MANAGEMENT LLC
CRD#: 307239 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 382 |
| AUM (Assets Under Management) | $ 98,683,334 |
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.
