David M. Pickei
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Martin Pickei's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 20, 2005 - Present
REYE PARTNERS ASSET MANAGEMENT LLC
November 13, 2006 - February 6, 2012
WASHINGTON SECURITIES CORPORATION
April 20, 2001 - May 31, 2005
WELLS FARGO CLEARING SERVICES, LLC
March 26, 2001 - May 31, 2005
WELLS FARGO CLEARING SERVICES, LLC
December 10, 1996 - March 23, 2001
ABN AMRO SECURITIES LLC
November 30, 1992 - October 7, 1996
LEGG MASON WOOD WALKER, INCORPORATED
July 24, 1984 - December 22, 1992
LEHMAN BROTHERS INC.
January 26, 1984 - July 5, 1984
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/25/2007)
Exams
Series 8
Date: 1/2/1991
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
REYE PARTNERS ASSET MANAGEMENT LLC
CRD#: 135338 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 69,586,614 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/28/2022 |
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.
