Financial ADVSR advisor directory · SEC adviser records
Millennial Wealth financial advisors in Washington
Every SEC-registered investment adviser representative at a Millennial Wealth office in Washington, by city and A to Z.
4 registered advisors work at Millennial Wealth in Washington, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Fall City (2). 4 list the CFP designation and 0 are also registered broker representatives.
Millennial Wealth advisors by city in Washington
Every firm in Washington →Millennial Wealth advisors in Washington, A to Z
Search by name →- Jamieson B. HoppFall City · Certified Financial Planner
- Riley G. PoppyClyde Hill · Certified Financial Planner
- Levi G. SanchezFall City · Certified Financial Planner
- Reagan M. SmithSeattle · Certified Financial Planner
Millennial Wealth advisors in every state →Millennial Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Millennial Wealth financial advisors are in Washington?
4 investment adviser representatives are registered at Millennial Wealth offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Millennial Wealth have the most advisors?
Fall City, with 2, then Clyde Hill (1). Millennial Wealth has advisors in 3 cities in Washington.
How do I check a Millennial Wealth 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 Millennial Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.