Financial ADVSR advisor directory · SEC adviser records
Winthrop Wealth financial advisors in Washington
Every SEC-registered investment adviser representative at a Winthrop Wealth office in Washington, by city and A to Z.
4 registered advisors work at Winthrop Wealth in Washington, out of 28 nationwide; it's the firm's number 2 state by advisors, and the most are in Bellevue (3). 4 list the CFP designation and 0 are also registered broker representatives.
Winthrop Wealth advisors by city in Washington
Every firm in Washington →Winthrop Wealth advisors in Washington, A to Z
Search by name →- Aimee M. LloydShoreline · Certified Financial Planner
- David M. MoretskyBellevue · Certified Financial Planner, Chartered Financial Consultant
- Amber M. MoserBellevue · Certified Financial Planner
- Robert J. ReamerBellevue · Certified Financial Planner
Winthrop Wealth advisors in every state →Winthrop Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Winthrop Wealth in other states
Questions
How many Winthrop Wealth financial advisors are in Washington?
4 investment adviser representatives are registered at Winthrop Wealth offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 28 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Winthrop Wealth have the most advisors?
Bellevue, with 3, then Shoreline (1). Winthrop Wealth has advisors in 2 cities in Washington.
How do I check a Winthrop 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 Winthrop Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.