David Pagliaro, financial advisor Tierra Verde FL

David Pagliaro

CRD Number: 4101533
Current Firm: Russell Investments

David Pagliaro (CRD# 4101533) is an Investment Advisor Representative working at Russell Investments in Tierra Verde, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Frank Russell Company St. Petersburg, FL Oct 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for David J. Pagliaro
Phone Number: 206-505-7877
Registered State(s):
  • FL
  • WA
By the Numbers
  • Total Assets Under Management
    47,233
    MILLIONS
  • Total Number of Accounts
    69,895
    ACCOUNTS
  • Average Account Value
    $675,773
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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