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Daniel J McCusker

Meridian Wealth Partners, LLC

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About Daniel J McCusker

Daniel J McCusker is a financial advisor who has been in the industry since 2000. He has a Series 7 and Series 66 license and a SIE exam. Daniel is also a Certified Financial Planner. Daniel currently works for Meridian Wealth Partners, LLC, a Registered Investment Advisor firm based in Blue Bell, PA. Before joining Meridian Wealth Partners, LLC, Daniel worked for American Portfolios Financial Services, Inc. and Purshe Kaplan Sterling Investments. Daniel specializes in working with high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans.

Firm Information

Daniel McCusker is currently registered with Meridian Wealth Partners, LLC. Meridian Wealth Partners, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm, headquartered in Blue Bell, PA, provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, corporations, trusts, and retirement plans. Meridian Wealth Partners manages approximately $1.12 billion in assets.
Meridian Wealth Partners, LLC

653 SKIPPACK PIKE

BLUE BELL, PA 19422

$1.12B

Assets Under Management

62

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel McCusker’s Registration & Firm History

PA

04/06/2017 - Present

Meridian Wealth Partners, LLC (BLUE BELL PA)

PA

08/06/2014 - 05/24/2016

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)

PA

08/02/2012 - 07/03/2014

PURSHE KAPLAN STERLING INVESTMENTS (MEDIA PA)

NJ

11/26/2007 - 03/20/2012

COMMONWEALTH FINANCIAL NETWORK (MERCHANTVILLE NJ)

NJ

09/22/2000 - 11/29/2007

CAPITAL ANALYSTS, INCORPORATED (MERCHANTVILLE NJ)

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Licenses & Designations

BOTH

Issued 04/05/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel J McCusker.
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