David Vincent Pezzella
Investment adviser representative at Columbia Management Investment Advisers, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$502.4BFirm assets
Are you David Vincent Pezzella? 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Columbia Management Investment Advisers, LLCJul 2018 to now
- Columbia Management Investment Distributors IncJun 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (IA, NE, SD).
Columbia Management Investment Advisers, LLC
$502.4BAssets managed
4,251Clients
201Advisers
40 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
- 6416837
- Firm CRD
- 108257