David G. Meschel

MESCHEL WEALTH MANAGEMENT LLC

Yardley, PA

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CRD#: 6151678

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

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.

1) INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI VARIOUS CARRIERS, INSURANCE BROKERAGE, AGENT, START OF RELATIONSHIP: JAN 2, 2013 933 Pickering Drive, 2nd Floor, Yardley PA 19067, United States APPROXIMATE # OF HOURS PER MONTH: 4, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 4...... 2) DMDM PARTNERSHIP. NO. 121 LIONS DR YARDLEY PA 19067. REAL ESTATE RENTAL. LANDORD/PARTNER. START 2011. 1, 0. OWNERSHIP/LANDLORD OF RESIDIENTIAL REAL ESTATE FOR RENTAL TO TENANTS 3) DAVID MESCHEL POSITION: Landlord NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 2012; 933 Pickering Drive, 2nd Floor, Yardley PA 19067, United States; DESCRIPTION: OWNERSHIP/LANDLORD OF RESIDIENTIAL REAL ESTATE FOR RENTAL TO TENANTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Gregory Meschel's 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

Start date: 2014

Experience

Current

September 19, 2020 - Present

MESCHEL WEALTH MANAGEMENT LLC

RIA

CRD#: 307239

Yardley, PA

Past

October 7, 2020 - April 5, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Yardley, PA

Past

January 25, 2018 - October 5, 2020

THE RETIREMENT GROUP, LLC

RIA

CRD#: 148296

Yardley, PA

Past

November 18, 2015 - December 31, 2017

THE RETIREMENT GROUP, LLC

RIA

CRD#: 148296

Newtown, PA

Past

November 6, 2015 - October 5, 2020

FSC SECURITIES CORPORATION

CRD#: 7461

YARDLEY, PA

Past

February 25, 2013 - November 17, 2015

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

NEWTOWN, PA

Past

January 16, 2013 - November 17, 2015

SIGNATOR INVESTORS, INC.

CRD#: 468

NEWTOWN, PA

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

New Jersey
(2/10/2021)

IAR

Pennsylvania
(9/19/2020)

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: 1/19/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/15/2013

General Securities Representative Examination

Current Firm

MESCHEL WEALTH MANAGEMENT LLC

CRD#: 307239 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/10/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/27/2020 Approved)

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Contact information

Main Address

Yardley, PA

Mailing Address

Phone number

(267) 573-0015

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	324
AUM (Assets Under Management)	$ 74,904,217

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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David G. Meschel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Gregory Meschel's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

THE RETIREMENT GROUP, LLC

THE RETIREMENT GROUP, LLC

FSC SECURITIES CORPORATION

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/19/2013

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/15/2013

Current Firm

MESCHEL WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MESCHEL WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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