Career
David Dipetrillo has been Vice President & Director of BNY Mellon Investment Adviser since February 2021. David Dipetrillo is a control person of the firm and directly owns under 5% of it. David Dipetrillo holds a B.A. in government from Dartmouth College (summa cum laude).
BNY Mellon Investment Adviser, Inc. is a New York, NY firm with $419B under management, 91 clients and 14 advisers across 6 offices, as of its September 2026 filing.
BNY identifies David DiPetrillo as Head of North America Distribution, leading commercial strategy and client coverage across Wealth, Retirement and Institutional channels. He previously led North America Product and held BNY leadership roles in distribution, product, marketing and strategy after joining in 2005; before BNY he worked at E*TRADE and Dean & Company. BNY says he earned a B.A. in government from Dartmouth College and is a CFA charterholder.
No adviser firm registrations are on David Dipetrillo’s record.
Credentials and registrations
Professional designations
Listed by BNY Mellon Investment Adviser
- CFA charterholder (as stated by BNY)
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 25 November 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 August 2005 |
| Series 7 | General Securities Representative Examination | 12 April 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- David John Dipetrillo
- CRD
- 4904926
- Firm bio
- bny.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does David Dipetrillo work?
David Dipetrillo has been Vice President & Director of BNY Mellon Investment Adviser, Inc. since February 2021, and is a control person of the firm.
Does David Dipetrillo have a current investment-adviser registration?
David Dipetrillo has a current broker registration and no current investment-adviser registration.
What exams has David Dipetrillo passed?
David Dipetrillo has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in April 2005. FINRA credited David Dipetrillo with the SIE, which began in October 2018.
Is David Dipetrillo a CFA charterholder?
BNY Mellon Investment Adviser lists David Dipetrillo with the CFA credential (“CFA charterholder (as stated by BNY)”) on its website. CFA Institute confirms certification status.
Source: Official BNY biography