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David Paul Neeve

One Wealth Advisors, LLC

San Francisco, CA

CRD 4532945

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Employer firm

One Wealth Advisors, LLC CRD 170910

$1.25B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
One Wealth Advisors, Llc

766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-01-17
  • CA RA
    APPROVED
    Since 2020-01-17

Branch Locations

766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc San Francisco CA 03/2009 01/2020
One Wealth Advisors, Llc San Francisco CA 01/2020 Present
Previous Registrations
  • 2009-03-06 → 2020-01-30
    Ubs Financial Services Inc.
    San Francisco, CA
    San Francisco, CA
  • 2007-04-02 → 2009-03-10
    Morgan Stanley & Co. Llc
    San Francisco, CA
  • 2002-10-04 → 2007-04-02
    Morgan Stanley Dw Inc.
    San Francisc, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-26
  • S66 Uniform Combined State Law Examination
    2002-07-26
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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