Daniel Reuben

PARCION PRIVATE WEALTH LLC

Bellevue, WA 98005

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CRD#: 7265409

Professional summary

Daniel Reuben, CFP® is a registered financial advisor currently at PARCION PRIVATE WEALTH LLC located in Bellevue, Washington.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Daniel has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Reuben's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

May 13, 2025 - Present

PARCION PRIVATE WEALTH LLC

Office #1: 11980 Ne 24th St Suite 210, Bellevue, WA 98005

RIA

CRD#: 305115

Bellevue, WA

Past

June 14, 2021 - March 31, 2025

PATHSTONE

RIA

CRD#: 151736

BELLEVUE, WA

Past

April 23, 2021 - May 25, 2021

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

LEXINGTON, KY

Past

November 25, 2020 - May 25, 2021

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

LEXINGTON, KY

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".

PARCION PRIVATE WEALTH LLC

LABRADORS ADVISORS, LLC | PARCION PRIVATE WEALTH LLC

CRD#: 305115 / SEC#: 801-117477

RIA

Registered Investment Advisory firm - (10/11/2019 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

Washington
(5/13/2025)

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

Series 63

Date: 5/7/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/25/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/23/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/18/2021

Securities Industry Essentials Examination

Current Firm

PARCION PRIVATE WEALTH LLC

LABRADORS ADVISORS, LLC | PARCION PRIVATE WEALTH LLC

CRD#: 305115 / SEC#: 801-117477

RIA

Registered Investment Advisory firm - (10/11/2019 Approved)

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Contact information

Main Address

11980 Ne 24th St Suite 210, Bellevue, WA 98005

Mailing Address

Phone number

(425) 278-9555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARCION PRIVATE WEALTH ADV PART 2A 03.13.2025 (3/29/2025)

Regulatory assets under management

Total Number of Accounts	1,610
AUM (Assets Under Management)	$ 2,528,530,625

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

Daniel Reuben

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Reuben's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATHSTONE

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Primary Firm SEC Registration

PARCION PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/7/2021

Series 65

Date: 11/25/2020

Series 7TO

Date: 4/23/2021

SIE

Date: 3/18/2021

Current Firm

PARCION PRIVATE WEALTH LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARCION PRIVATE WEALTH LLC

TRUST BUT VERIFY

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