David
Rishel

Bill Few Associates, Inc

CRD#2904952
Investment Advisor
in Pittsburgh, PA
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About this Advisor

David Rishel is a certified financial planner working in Pittsburgh, Pennsylvania, who has 15 years of experience as a financial advisor. Rishel currently works for Bill Few Associates, Inc. Their career trajectory has included roles at Pwa Securities, Inc, Private Wealth Advisors, Inc, Hardin Compliance Consulting LLC, Bill Few Securities, Inc and Bill Few Associates, Inc. Rishel maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Bill Few Associates, Inc is an advisory company that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in three locations and a total of 29 financial advisors. It has $960 million in assets under management across its 3,101 client accounts, placing it among the bigger firms in the United States by assets under management. The firm advises three charitable organizations. Bill Few Associates, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which service is offered. However, fees billed by Bill Few Associates, Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

107 Mt. Nebo Pointe Suite 200
Pittsburgh, PA 15237

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Bill Few Associates, Inc Brokerage Details

Total Assets Under Management

$947,731,879

PA Average: $15,833,994,310
Total Number of Employees

30

PA Average: 41
Total Number of Accounts

3,257

PA Average: 3,342
Average Account Size

$290,983

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

David Rishel Work History

David has 15 years of experience.

2012 - Present (7 years)

Hardin Compliance Consulting LLC

2012 - Present (7 years)

Bill Few Securities, Inc

2012 - Present (7 years)

Bill Few Associates, Inc

2007 - 2012 (5 years)

Pwa Securities, Inc

2003 - 2012 (9 years)

Private Wealth Advisors, Inc

Disclosures

David Rishel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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