David Michael Pabin
Investment adviser representative at Alera Investment Advisors, LLC
22 yearsExperience
1 stateRegistered in
$5.3BFirm assets
8 yearsFirm in business
Are you David Michael Pabin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Alera Investment Advisors, LLCNov 2025 to now
- Alera GroupNov 2025 to now
- Osaic Wealth, Inc.Jan 2024 to now
- Woodbury Financial Services IncDec 2004 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Alera Investment Advisors, LLC
$5.3BAssets managed
2,466Clients
61Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2149045
- Firm CRD
- 287906