Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in Washington
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Washington, by city and A to Z.
The short answer
5 registered advisors work at Wealthspire Advisors in Washington, out of 220 nationwide; it's the firm's number 9 state by advisors, and the most are in Seattle (5). 3 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors by city in Washington
Every firm in Washington →Wealthspire Advisors advisors in Washington, A to Z
Search by name →- Blake R. BarrSeattle · Certified Financial Planner
- Lisa V. GrahamSeattle · Certified Financial Planner
- Briana K. KeydelSeattle · Certified Financial Planner
- Melissa RestivoSeattle
- Beau RezekSeattle
Wealthspire Advisors advisors in every state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Advisor Moves: who changed firms this week →
Wealthspire Advisors in other states
New York 78Maryland 41Wisconsin 26California 19Virginia 16Florida 11Connecticut 9Ohio 5Illinois 4
Questions
How many Wealthspire Advisors financial advisors are in Washington?
5 investment adviser representatives are registered at Wealthspire Advisors offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 220 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Wealthspire Advisors have the most advisors?
Seattle, with 5. Wealthspire Advisors has advisors in 1 city in Washington.
How do I check a Wealthspire Advisors 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 Wealthspire Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.