David Andrew Nash
Investment adviser representative at Parkwoods Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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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
Experience
11 years in the industry.
- Parkwoods Wealth Partners, LLCAug 2025 to now
- Tend Wealth, LLCDec 2023 to Aug 2025
- Longview Financial Advisors, LLCApr 2023 to Nov 2023
- Dimensional Fund AdvisorsOct 2018 to Apr 2023
- Barclays Capital IncJul 2017 to Sep 2018
- Ucla Anderson School of ManagementSep 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Parkwoods Wealth Partners, LLC
$1.8BAssets managed
1,395Clients
31Advisers
2 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
- 6115676
- Firm CRD
- 331565