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David Lee Rishel

Bill FEW Associates, Inc.

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About David Lee Rishel

David Rishel is a financial advisor with over 25 years of experience in the financial services industry. He is currently affiliated with Bill Few Associates, Inc., a Registered Investment Advisor (RIA) firm based in Pittsburgh, PA. David specializes in providing financial planning and investment management services to individuals, families, and businesses. He is also a Certified Financial Planner. David has a strong track record of providing comprehensive financial planning and investment management services to his clients. He is dedicated to helping his clients achieve their financial goals.

Firm Information

David Rishel is currently registered with Bill FEW Associates, Inc.. Bill FEW Associates, Inc. is an investment advisory firm headquartered in Pittsburgh, Pennsylvania. With a team of 24 investment advisor representatives, they manage over $2 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, charitable organizations, pension plans, and corporations. Their services encompass financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm participates in wrap fee programs and is registered with the SEC.
Bill FEW Associates, Inc.

107 MT. NEBO POINTE

PITTSBURGH, PA 15237

$2.13B

Assets Under Management

11

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Rishel’s Registration & Firm History

PA

03/04/2013 - Present

Bill FEW Associates, Inc. (PITTSBURGH PA)

PA

07/13/2012 - 12/13/2021

BILL FEW SECURITIES, INC. (PITTSBURGH PA)

VA

01/04/2008 - 07/10/2012

PWA SECURITIES, INC. (RESTON VA)

PA

07/29/1997 - 02/27/2008

BILL FEW SECURITIES, INC. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 02/18/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 10/01/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/20/2007

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/12/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lee Rishel.
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