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David Gregory Meschel

Meschel Wealth Management LLC

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About David Gregory Meschel

David Meschel is a financial advisor with Meschel Wealth Management LLC. David has been in the industry since 2013. David is licensed to provide investment advisory services in New Jersey and Pennsylvania. David has experience working with high-net-worth individuals, charitable organizations, and corporations or other businesses. David offers financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

David Meschel is currently registered with Meschel Wealth Management LLC. Meschel Wealth Management LLC is an investment advisor with 2 investment advisor representatives. The firm manages approximately $62.39 million in assets for individuals, corporations, charitable organizations, and other investment advisors. They offer financial planning, portfolio management, and selection of other advisors.

$62.40M

Assets Under Management

Not reported

Total Clients

2

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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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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David Meschel’s Registration & Firm History

PA

09/19/2020 - Present

Meschel Wealth Management LLC (YARDLEY PA)

PA

10/07/2020 - 04/05/2022

PURSHE KAPLAN STERLING INVESTMENTS (Yardley PA)

PA

11/06/2015 - 10/05/2020

FSC SECURITIES CORPORATION (YARDLEY PA)

PA

01/16/2013 - 11/17/2015

SIGNATOR INVESTORS, INC. (NEWTOWN PA)

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Licenses & Designations

BOTH

Issued 01/19/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Gregory Meschel.
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