DL
David J. Lorditch
BLUE BELL PRIVATE WEALTH MANAGEMENT
Blue Bell, PA 19422-2322
Some features on this profile are disabled
CRD#: 8029472
DL
Professional summary
David James Lorditch is a registered financial advisor currently at BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC located in Blue Bell, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. David has worked at 1 firm .
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.
Name of other business: Bryn Mawr Trust; Is business Investment related: Yes; Address of other business: 1436 E. Lancaster Ave, Berwyn , PA 19312; Nature of other business: Wealth Management; Title and relationship with other business: Senior Investment Advisor; Start date of relationship: 02/2016; Approx. # of hours /month devote to other business: 180; Number of hours devoted to other business during securities trading hours: 130; Briefly describe duties: Investment and Financial Planning Advice.
CRS (Client Relationship Summary) - RIA
Click below to view David James Lorditch'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®
NoneExperience
Current
January 16, 2025 - Present
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Office #1: Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322RIA
CRD#: 134184
Blue Bell, 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".
BB
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | SMJCSMJ ADVISORY SERVICES | BLUE BELL WEALTH MANAGEMENT
CRD#: 134184 / SEC#: 801-64005
RIA
Registered Investment Advisory firm - (2/28/2005 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(1/16/2025)
Exams
Current Firm
BB
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | SMJCSMJ ADVISORY SERVICES | BLUE BELL WEALTH MANAGEMENT
CRD#: 134184 / SEC#: 801-64005
RIA
Registered Investment Advisory firm - (2/28/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322
Mailing Address
Phone number
(610) 825-3540
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,332 |
| AUM (Assets Under Management) | $ 854,722,012 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/29/2024 |
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.
