David Meschel, financial advisor Yardley PA

David Meschel

CRD Number: 6151678
Current Firm: Meschel Wealth Management LLC

David Meschel (CRD# 6151678) is an Investment Advisor Representative working at Meschel Wealth Management LLC in Yardley, PA and has over 11 years of experience in the finance industry. David Meschel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Albany, NY Oct 2020 - Current 3
Meschel Wealth Management Yardley, PA Sep 2020 - Current 3
The Retirement Group, LLC San Diego, CA Nov 2015 - Current 8
Fsc Securities Corp Atlanta, GA Nov 2015 - Oct 2020 4
Jhfn Sii Newtown, PA Jan 2013 - Nov 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for David G. Meschel
Phone Number: 267-573-0015
Registered State(s):
  • NJ
  • PA
Current Firm Details
Meschel Wealth Management LLC
Firm's CRD Number: 307239
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $210,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NJ, PA

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