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Financial ADVSR advisor directory · SEC adviser records

Consilio Wealth Advisors, LLC financial advisors in Washington

Every SEC-registered investment adviser representative at a Consilio Wealth Advisors, LLC office in Washington, by city and A to Z.

The short answer

5 registered advisors work at Consilio Wealth Advisors, LLC in Washington, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Bellevue (4). 3 list the CFP designation and 0 are also registered broker representatives.

Consilio Wealth Advisors, LLC advisors by city in Washington

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Bellevue 4Spokane Valley 1

Consilio Wealth Advisors, LLC advisors in Washington, A to Z

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Consilio Wealth Advisors, LLC advisors in every state →Consilio Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Consilio Wealth Advisors, LLC financial advisors are in Washington?

5 investment adviser representatives are registered at Consilio Wealth Advisors, LLC offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Washington does Consilio Wealth Advisors, LLC have the most advisors?

Bellevue, with 4, then Spokane Valley (1). Consilio Wealth Advisors, LLC has advisors in 2 cities in Washington.

How do I check a Consilio Wealth Advisors, LLC 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 Consilio Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.