David Miles Szabla

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Mission Wealth Management, Lp
  Los Angeles, CA
• 09/2014 → 10/2016
  Voya Financial Advisors
  Bellevue, WA
• 10/2016 → 11/2021
  Bank Of America, N.A.
  Seattle, WA
• 10/2016 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 11/2021 → 02/2024
  Beacon Pointe Advisors, Llc
  Los Angeles, CA
• 02/2024 → 05/2026
  Beacon Pointe Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2021-12-13 → 2026-04-27
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
  Los Angeles, CA
• 2016-10-31 → 2021-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Burbank, CA
  Burbank, CA
• 2014-02-18 → 2016-10-13
  Voya Financial Advisors, Inc.
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2013-11-15

Designations

• Certified Financial Planner