David M. Pickei

REYE PARTNERS ASSET MANAGEMENT

Leesburg, VA

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CRD#: 1084626

Professional summary

David Martin Pickei, who also goes by David Pickel, is a registered financial advisor currently at REYE PARTNERS ASSET MANAGEMENT LLC located in Leesburg, Virginia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. David has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Pickel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Martin Pickei's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 20, 2005 - Present

REYE PARTNERS ASSET MANAGEMENT LLC

RIA

CRD#: 135338

Leesburg, VA

Past

November 13, 2006 - February 6, 2012

WASHINGTON SECURITIES CORPORATION

CRD#: 46213

CHEVY CHASE, MD

Past

April 20, 2001 - May 31, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAN FRANCISCO, CA

Past

March 26, 2001 - May 31, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

December 10, 1996 - March 23, 2001

ABN AMRO SECURITIES LLC

CRD#: 6540

NEW YORK, NY

Past

November 30, 1992 - October 7, 1996

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

July 24, 1984 - December 22, 1992

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

January 26, 1984 - July 5, 1984

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(10/25/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/26/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/12/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/21/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 1/2/1991

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

REYE PARTNERS ASSET MANAGEMENT LLC

MISSION CAPITAL MANAGEMENT, LLC | REYE PARTNERS ASSET MANAGEMENT LLC | REYE PARTNERS

CRD#: 135338 / SEC#:

District of Columbia

Registered Investment Advisory firm - (5/1/2009 Terminated)

Virginia

Registered Investment Advisory firm - (10/24/2007 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Leesburg, VA

Mailing Address

1750 Tysons Blvd., Suite 1500, Mclean, VA 22102

Phone number

(703) 272-7698

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 73,754,140

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David M. Pickei

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Martin Pickei's CRS (Customer Relationship Summary).

Certified licenses

Experience

REYE PARTNERS ASSET MANAGEMENT LLC

WASHINGTON SECURITIES CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

ABN AMRO SECURITIES LLC

LEGG MASON WOOD WALKER, INCORPORATED

LEHMAN BROTHERS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/26/1993

Series 63

Date: 4/12/1984

Series 7

Date: 1/21/1984

Series 8

Date: 1/2/1991

Current Firm

REYE PARTNERS ASSET MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REYE PARTNERS ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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