CEO · Accolade Asset/liability Advisory Services
James D. Pisula
CRD 7099247 · Named on Form ADV at one SEC-registered adviser
At a glance
Accolade Asset/liability Advisory Services, an SEC-registered asset manager based in Columbus, OH with $1.6 billion in regulatory assets, lists James D. Pisula on its Form ADV as CEO.
Firms and roles
- Accolade Asset/liability Advisory ServicesCEOAsset manager · Columbus, OH · $1.6B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nora RameyChief Compliance Officer, Accolade Asset/liability Advisory Services
- Peter J. GibsonChief Investment Officer, Accolade Asset/liability Advisory Services
- Kara TiemanBoard Member, Accolade Asset/liability Advisory Services
- Del HuffBoard Member, Accolade Asset/liability Advisory Services
- Ryan J MurphyBoard Member, Accolade Asset/liability Advisory Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.