David Gregory Meschel
Investment adviser representative at Meschel Wealth Management LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$107.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Purshe Kaplan SterlingOct 2020 to now
- Meschel Wealth Management LLCSep 2020 to now
- The Retirement Group, LLCNov 2015 to now
- Fsc Securities CorpNov 2015 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Meschel Wealth Management LLC
$107.5MAssets managed
173Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6151678
- Firm CRD
- 307239