Mehul Trivedi, financial advisor Philadelphia PA

Mehul Trivedi

CRD Number: 2430237
Current Firm: Cooke & Bieler, LP

Mehul Trivedi (CRD# 2430237) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cooke & Bieler, LP Philadelphia , PA Jun 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Mehul Trivedi
Phone Number: 215-246-2030
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    10,678
    MILLIONS
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $41,069,588
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, MA, NC, NY, PA, TN, VA, WI

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