Role at Cooke & Bieler
- Title on Schedule A
- Partner
- Control
- Mehul Trivedi is a control person of Cooke & Bieler.
- Ownership
- The filed direct ownership band is 10% to 25%.
- Tenure
- Mehul Trivedi has held the filed role since June 2001.
The firm
Form ADV filed 30 March 2026
Career on record
Mehul Trivedi has been registered through Cooke & Bieler since June 2001.
- Passed Series 6 and Series 63 · 2002
- Cooke & Bieler, L.p.Current– present · 25 yearsPhiladelphia, PA · Adviser representative · Firm CRD 113859
- Passed Series 65 · 1998
Registrations and exams
Mehul Trivedi has a current investment-adviser registration in Pennsylvania and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Pennsylvania | Investment adviser representative | Approved | 8 June 2001 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 21 June 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 February 2002 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Mehul Trivedi
- CRD
- 2430237
- Registration status
- Investment adviser registration
- Office
- Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103
- Firm bio
- cooke-bieler.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Cooke & Bieler identifies Mehul Trivedi as a partner and analyst/portfolio manager. Before joining, he worked at BlackRock Financial Management and PNC Asset Management. Official firm biography
Education
- He earned undergraduate degrees in economics and international relations from the University of Pennsylvania and an MBA from the Wharton School.Official firm biography
Common questions
Where does Mehul Trivedi work?
Mehul Trivedi has been Partner of Cooke & Bieler, L.P. since June 2001, and is a control person of the firm.
Is Mehul Trivedi a financial advisor?
Yes. Mehul Trivedi has a current investment-adviser registration in Pennsylvania, through Cooke & Bieler since June 2001, as of 17 October 2026.
How many years of experience does Mehul Trivedi have?
Mehul Trivedi has worked in the financial industry for 25 years as of 17 October 2026, counted from 7 June 2001, across 1 adviser firm.
What exams has Mehul Trivedi passed?
Mehul Trivedi has passed 3 licensing exams: the Series 65, Series 6 and Series 63. The earliest, the Series 65, was passed in August 1998.
Where is Mehul Trivedi based?
Mehul Trivedi’s registered office is in Philadelphia, PA.
Leadership at Cooke & Bieler
- Linda PernaChief Compliance Officer
- Andrew ArmstrongPartner
- Steve LyonsPartner
- Michael MeyerPartner
- Edward O'ConnorPartner
- Richard O'NeilPartner
- William WeberPartner