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David Joel Abella

Goalvest Advisory LLC

New York, NY

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Current Employers
Goalvest Advisory Llc

4 World Trade Center, Suite 2908, New York, NY 10007 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-06-28
TX RA APPROVED 2022-06-28
  • NY RA
    APPROVED
    Since 2022-06-28
  • TX RA
    APPROVED
    Since 2022-06-28

Branch Locations

4 World Trade Center, Suite 2908, New York, NY 10007 • 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
City National Rochdale New York NY 12/1969 01/2021
Goalvest Advisory New York NY 12/1969 Present
Goalvest Advisory Llc New York NY 03/2022 Present
Rochdale Investment Management Inc. New York NY 09/1996 Present
  • 12/1969 → 01/2021
    City National Rochdale
    New York, NY
  • 12/1969 → Present
    Goalvest Advisory
    New York, NY
  • 03/2022 → Present
    Goalvest Advisory Llc
    New York, NY
  • 09/1996 → Present
    Rochdale Investment Management Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-03-06
S66 Uniform Combined State Law Examination 2003-10-09
  • S63 Uniform Securities Agent State Law Examination
    2015-03-06
  • S66 Uniform Combined State Law Examination
    2003-10-09
Designations
Other Names
  • David J Abella

View on SEC IAPD

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