AdvisorOS Directory
Claim Profile
DC

Diane Picard Campbell

MERION WEALTH PARTNERS, LLC·BERWYN, Pennsylvania
Unclaimed Profile
1235 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 5748012Firm CRD# 152680
01

About

Diane Picard Campbell is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with MERION WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MERION WEALTH PARTNERS, LLC
MERION WEALTH PARTNERS, LLC
AUM
$64M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at MERION WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5748012
Firm CRD# 152680
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BERWYN?

Browse all registered financial advisors in BERWYN, Pennsylvania or claim this profile if it's yours.

Browse BERWYN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Diane Picard Campbell offer?
Diane Picard Campbell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Diane Picard Campbell's credentials?
Diane Picard Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diane Picard Campbell located?
Diane Picard Campbell is based in BERWYN, Pennsylvania, working with MERION WEALTH PARTNERS, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Diane Picard Campbell charge for services?
Diane Picard Campbell's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERION WEALTH PARTNERS, LLC?
MERION WEALTH PARTNERS, LLC has approximately 12 employees and manages $64M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BERWYN
John Harold Leven — DUNDEEWEALTH US, LPRobin Philip Christian Lacey — SCOTIA INSTITUTIONAL INVESTMENTS US, LPArnold Tiglao — SEEDLING CAPITAL, LLCMichael Mccloskey — CHARTWELL INVESTMENT PARTNERS, LLCJeffrey Allen Leber — HYPERION PARTNERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile