DR
David L. Rishel
BILL FEW ASSOCIATES
SEWICKLEY, PA 15143
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CRD#: 2904952
DR
Professional summary
David Lee Rishel, CFP® is a registered financial advisor currently at BILL FEW ASSOCIATES, INC. located in Sewickley, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. David has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 14, Series 53, Series 27 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Effective October 2025, Mr. Rishel is a Consultant with Keystone Adviser Compliance LLC ("Keystone"), a consulting firm that provides regulatory compliance consulting services to registered investment advisors, registered investment companies and broker-dealers, located in Gibsonia PA. He does not provide investment advice or investment advisory services related to his employment with Keystone. Mr. Rishel devotes approximately 80 hours/month (80 hours/month during trading hours) to his business activities related to Keystone. Effective April 2025, Mr. Rishel is an employee and CCO of Summit Street Capital Management, LLC ("Summit Street"), a registered Investment adviser located in New York, NY. He devotes approximately 100 hours/month (80 hours/month during securities trading hours). Summit Street is an investment-related business. Mr. Rishel does not provide investment advice or investment advisory services related to his activities with Summit Street.
CRS (Client Relationship Summary) - RIA
Click below to view David Lee Rishel'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®
Experience
Current
March 4, 2013 - Present
BILL FEW ASSOCIATES, INC.
Office #1: 2100 Georgetown Drive Suite 600, Sewickley, PA 15143RIA
CRD#: 133561
SEWICKLEY, PA
Past
July 13, 2012 - December 13, 2021
BILL FEW SECURITIES, INC.
BD
CRD#: 41917
PITTSBURGH, PA
Past
January 4, 2008 - July 10, 2012
PWA SECURITIES, INC.
BD
CRD#: 145097
RESTON, VA
Past
March 19, 2004 - March 1, 2013
PWA WEALTH MANAGEMENT
RIA
CRD#: 126927
PITTSBURGH, PA
Past
July 29, 1997 - February 27, 2008
BILL FEW SECURITIES, INC.
BD
CRD#: 41917
PITTSBURGH, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BILL FEW ASSOCIATES, INC.
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
RIA
Registered Investment Advisory firm - (4/10/1987 Approved)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
Pennsylvania(3/4/2013)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
BF
BILL FEW ASSOCIATES, INC.
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
RIA
Registered Investment Advisory firm - (4/10/1987 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2100 Georgetown Drive Suite 600, Sewickley, PA 15143
Mailing Address
Phone number
(412) 630-6000
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,817 |
| AUM (Assets Under Management) | $ 2,642,969,998 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/14/2025 | ||
| 08/19/2024 | ||
| 06/30/2023 | ||
| 08/05/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
