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Financial ADVSR advisor directory · SEC adviser records

Breakwater Investment Management financial advisors in Washington

Every SEC-registered investment adviser representative at a Breakwater Investment Management office in Washington, by city and A to Z.

The short answer

3 registered advisors work at Breakwater Investment Management in Washington, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Seattle (3). 3 list the CFP designation and 0 are also registered broker representatives.

Breakwater Investment Management advisors by city in Washington

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Seattle 3

Breakwater Investment Management advisors in Washington, A to Z

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Questions

How many Breakwater Investment Management financial advisors are in Washington?

3 investment adviser representatives are registered at Breakwater Investment Management offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Washington does Breakwater Investment Management have the most advisors?

Seattle, with 3. Breakwater Investment Management has advisors in 1 city in Washington.

How do I check a Breakwater Investment Management advisor in Washington?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Breakwater Investment Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.