Financial ADVSR advisor directory · SEC adviser records
Strait & Sound financial advisors in Washington
Every SEC-registered investment adviser representative at a Strait & Sound office in Washington, by city and A to Z.
4 registered advisors work at Strait & Sound in Washington, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Bellevue (2). 0 list the CFP designation and 0 are also registered broker representatives.
Strait & Sound advisors by city in Washington
Every firm in Washington →Strait & Sound advisors in Washington, A to Z
Search by name →- Cory B. BaerBellevue
- Daniel A. BarnesSeattle · Chartered Financial Analyst
- Mitchell H. FreedmanBellevue
- William J. RomigRenton · Chartered Financial Analyst
Strait & Sound advisors in every state →Strait & Sound: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Strait & Sound financial advisors are in Washington?
4 investment adviser representatives are registered at Strait & Sound offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Strait & Sound have the most advisors?
Bellevue, with 2, then Renton (1). Strait & Sound has advisors in 3 cities in Washington.
How do I check a Strait & Sound 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 Strait & Sound office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.