Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
6yrs
Daniel Reuben
Financial advisor at Parcion Private Wealth
Based in Bellevue, Washington, Daniel Reuben is a fiduciary financial advisor with 6 years of industry experience. Daniel has been with Parcion Private Wealth since 2025; before that, Daniel spent four years at Pathstone and less than a year at Mutual of Omaha Investor Services. Daniel holds the CFP® designation.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?More experience than 53% of advisors at Parcion Private Wealth
Office11980 NE 24th St Suite 210, Bellevue, WA 98005
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$17.9 million
Advisors at the firm15
States licensed ?1 state
Services through Parcion Private Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowParcion Private Wealth LLCCurrent firm
- 2021 – 2025PathstonePreviously
- Nov 2020 – May 2021Mutual of Omaha Investor Services, Inc.Previously
Contact Daniel
(425) 278-9555Parcion Private Wealth main office 11980 NE 24th St Suite 210Bellevue, WA 98005Office · Get directions Facebook pageParcion Private Wealth
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Parcion Private Wealth at (425) 278-9555 and ask for Daniel Reuben. Daniel works from the Bellevue, WA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2020, about 6 years. More experience than 53% of advisors at Parcion Private Wealth.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Parcion Private Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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