DM
CFP
DM
CFP

David Mecca

12 Years of Experience
Parsippany, NJ
BrokerSells Insurance

David Mecca is a CFP-designated registered investment advisor, based in Parsippany, NJ, with 12 years of industry experience.

Location

300 Kimball Drive, Suite 310, Parsippany, NJ, 07054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David works for Bleakley Financial Group as an IAR, dedicating full-time hours to serving clients. He also provides fixed insurance advice, spending minimal time on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr 3 mos
Onepoint Bfg Wealth Partners
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
February 2015 - April 2025 · 10 yrs 2 mos
Private Advisor Group, LLC
December 2014 - July 2022 · 7 yrs 7 mos
Northwestern Mutual Investment Services,llc
July 2013 - February 2015 · 1 yr 7 mos
Northwestern Mutual Investment Services, LLCBroker
June 2013 - February 2015 · 1 yr 8 mos
State Registrations16 states
CACTDCFLGAKSMAMDMINJNYORPARITXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Mecca - Financial Advisor | TrueAdvisor