David Matthew Parella
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you David Matthew Parella? 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 feeCommissionsOther
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
10 years in the industry.
- UBS Financial Services Inc.Aug 2025 to now
- Cwm, LLCSep 2024 to Jul 2025
- Carson GroupJul 2024 to Jul 2025
- Allied Beverage GroupJan 2024 to May 2024
- Allied Beverage GroupJun 2023 to Aug 2023
- Door DashJun 2023 to Aug 2023
- Allied Beverage GroupDec 2022 to Jan 2023
- Allied Beverage GroupJun 2022 to Sep 2022
- Gettysburg CollegeAug 2020 to May 2024
- Summit High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7945598
- Firm CRD
- 8174