Mehul TrivediCRD 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.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|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|
Total Assets Under Management10,678MILLIONS
Total Number of Accounts260ACCOUNTS
Average Account Value$41,069,588
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
FL, MA, NC, NY, PA, TN, VA, WI
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