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David Lee Rishel

CLADRIUS PARTNERS LLC·UPPER SADDLE RIVER, New Jersey
SIE, Series 7, Series 14, Series 24, Series 27, Series 53, Series 66, Series 99TOCFPClean record22 years registeredCLADRIUS PARTNERS LLC
THE APEX, UPPER SADDLE RIVER, NJ 07458CRD# 2904952Firm CRD# 311065

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lee Rishel · UPPER SADDLE RIVER, NJ
Registration
CRD #2904952 · CLADRIUS PARTNERS LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

BILL FEW ASSOCIATES, INC.
Mar 2013 – present
PRIVATE WEALTH ADVISORS
Mar 2004 – Mar 2013
PITTSBURGH, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 27
Series 53
Series 66
Series 99TO
Registration record
First registered · March 19, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLADRIUS PARTNERS LLC
CRD 311065 · SEC 802-131131
AUM
$211M
Regulatory assets under management
Services offered by CLADRIUS PARTNERS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CLADRIUS PARTNERS LLC →
Introduction

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05

Frequently Asked Questions

What services does David Lee Rishel offer?
David Lee Rishel specializes in Retirement Planning. Contact their office in UPPER SADDLE RIVER, New Jersey for a consultation.
What are David Lee Rishel's credentials?
David Lee Rishel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Lee Rishel located?
David Lee Rishel is based in UPPER SADDLE RIVER, New Jersey, working with CLADRIUS PARTNERS LLC. Their office serves clients in the UPPER SADDLE RIVER metropolitan area and surrounding communities.
How does David Lee Rishel charge for services?
David Lee Rishel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLADRIUS PARTNERS LLC?
CLADRIUS PARTNERS LLC is a registered investment adviser with the SEC, managing $211M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at CLADRIUS PARTNERS LLC

Sam Harris Friedman
MONTVALE, NJ
Eric Daniel Gordon
UPPER SADDLE RIVER, NJ

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