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James Donald Pisula

ACCOLADE INVESTMENT ADVISORY, LLC·COLUMBUS, Ohio
Series 65Clean record7 years registeredACCOLADE INVESTMENT ADVISORY, LLC
8700 ORION PLACE, COLUMBUS, OH 43240-2078CRD# 7099247Firm CRD# 145635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Donald Pisula · COLUMBUS, OH
Registration
CRD #7099247 · ACCOLADE INVESTMENT ADVISORY, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
Apr 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 29, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACCOLADE INVESTMENT ADVISORY, LLC
CRD 145635 · SEC 801-68695
AUM
$1.4B
Regulatory assets under management
Employees
6
41 client accounts
Services offered by ACCOLADE INVESTMENT ADVISORY, LLC
Per Form ADV
Selection of other advisers
View all advisors at ACCOLADE INVESTMENT ADVISORY, LLC →
Introduction

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05

Frequently Asked Questions

What services does James Donald Pisula offer?
James Donald Pisula specializes in Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are James Donald Pisula's credentials?
James Donald Pisula is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Donald Pisula located?
James Donald Pisula is based in COLUMBUS, Ohio, working with ACCOLADE INVESTMENT ADVISORY, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does James Donald Pisula charge for services?
James Donald Pisula's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCOLADE INVESTMENT ADVISORY, LLC?
ACCOLADE INVESTMENT ADVISORY, LLC has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACCOLADE INVESTMENT ADVISORY, LLC

Mary Kathleen Fisher
TALLAHASEE, FL
Peter Joseph Gibson
COLUMBUS, OH
Joseph Ghammashi
COLUMBUS, OH
Michael Lee Gampp
COLUMBUS, OH

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