Daniel McCusker
Meridian Wealth Partners · East Norriton, Pennsylvania
Daniel McCusker is a fee-only financial advisor at Meridian Wealth Partners in East Norriton, Pennsylvania, who holds the CFP credential. Meridian Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Meridian Wealth Partners |
|---|---|
| Based in | East Norriton, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.37B across 2,105 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 3261229 |
| Exams passed | Series 66 (2001) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.meridianwealthpartners.com |
| Profile |
How Daniel's firm compares
- Meridian Wealth Partners's average account is about $650,000, from its Form ADV (assets managed divided by 2,105 accounts).
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Questions about Daniel
Is Daniel McCusker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Meridian Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Meridian Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel McCusker based?
Daniel McCusker is based in East Norriton, Pennsylvania.
What credentials does Daniel McCusker hold?
Daniel McCusker holds the CFP credential.
Is Daniel McCusker registered with the SEC?
Yes. Daniel McCusker is registered as an investment adviser representative in PA (CRD 3261229), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Wealth Partners manage?
Meridian Wealth Partners reports $1.37B across 2,105 accounts in assets under management.
How do I contact Daniel McCusker?
Through Daniel's website, www.meridianwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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