Elected Manager, Chief Investment Officer · Private Advisory
Douglas R. Bean
CRD 4541916 · Named on Form ADV at one SEC-registered adviser
At a glance
Private Advisory, an SEC-registered wealth manager based in Redmond, WA with $2.1 billion in regulatory assets, lists Douglas R. Bean on its Form ADV as Elected Manager, Chief Investment Officer, a control person.
Firms and roles
- Private AdvisoryElected Manager, Chief Investment OfficerWealth manager · Redmond, WA · $2.1B in regulatory assets
AtlasMembers
Douglas’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- S C. BeanElected Manager, Chief Financial Officer, Private Advisory
- Jonathan D. BishoppChief Compliance Officer, Chief Risk Officer, Private Advisory
- Matthew T. ChambersChief Executive Officer, Private Advisory
- Katherine A. LudemanChief Operating Officer, Private Advisory
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Douglas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.