Daniel Reuben
Investment Adviser Representative at Parcion Private Wealth LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Reuben is an investment adviser representative with Parcion Private Wealth LLC in Bellevue, WA, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Pathstone and Mutual of Omaha Investor Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mutual of Omaha Investor ServicesNov 2020 – Jun 2021Lexington, KY
- Mutual of Omaha Insurance CompanyJul 2020 – Nov 2020Lexington, KY
- UnemployedJul 2020 – Jul 2020Mukilteo, WA
- FULL TIME StudentJun 2016 – Jun 2020Lexington, KY
- PathstoneJun 2021 – Jul 2023Bellevue, WA
- PathstoneJul 2023 – Mar 2025Bellevue, WA
- Parcion Private Wealth LLCApr 2025 – no end date reportedBellevue, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Parcion Private Wealth LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $10,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bellevue, WA
- SEC file number:
- 801-117477
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 10, 2026
View full firm profileOther advisors at Parcion Private Wealth LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Reuben has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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