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David James Lorditch

Blue Bell Private Wealth Management, LLC

Blue Bell, PA

CRD 8029472

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Employer firm

Blue Bell Private Wealth Management, LLC CRD 134184

$1.12B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Blue Bell Private Wealth Management, Llc

Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-16
  • PA RA
    APPROVED
    Since 2025-01-16

Branch Locations

Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bryn Mawr Trust Berwyn PA 02/2016 01/2025
Blue Bell Private Wealth Management Blue Bell PA 01/2025 Present
  • 02/2016 → 01/2025
    Bryn Mawr Trust
    Berwyn, PA
  • 01/2025 → Present
    Blue Bell Private Wealth Management
    Blue Bell, PA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

MICHAEL PATRICK WEBER
SEAN Anthony MILLER
JON PHILIP MICHAEL SOBOTKIN

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLUE BELL, PA
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
ROBERT W. BAIRD & CO. INCORPORATED · SENTRY PARK, PA

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