Financial ADVSR advisor directory · SEC adviser records
Apella Wealth financial advisors in Bellevue, WA
Every SEC-registered investment adviser representative at a Apella Wealth office in Bellevue, A to Z.
4 registered advisors work at Apella Wealth in Bellevue, out of 105 at the firm nationwide; it ranks number 58 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Apella Wealth advisors in Bellevue, A to Z
Every Apella Wealth advisor →- Rileigh DanielsCertified Financial Planner
- Adrian C. JohnstonInvestment adviser rep
- Luis A. SalinasCertified Financial Planner, Chartered Financial Consultant
- Logan J. WetzelInvestment adviser rep
Apella Wealth advisors in every city and state →Apella Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Apella Wealth advisors in other cities
West Hartford, CT 56Mt. Pleasant, SC 5Wyomissing, PA 4Costa Mesa, CA 3Larkspur, CA 3Reston, VA 3Williamsburg, VA 3Chicago, IL 2Johnston, IA 2Lake Oswego, OR 2Lenox, MA 2Annapolis, MD 1Arlington, VA 1Atlanta, GA 1Atlantic Beach, NY 1
Other firms in Bellevue
All Bellevue advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 91Coldstream Wealth Management 78Equitable Advisors, LLC 77UBS Financial Services Inc. 65Ameriprise Financial Services, LLC 52Morgan Stanley 48Strategic Advisers LLC 41Transamerica Financial Advisors, LLC 36LPL Financial LLC 34Charles Schwab & Co., Inc. 30Scs 29
Questions
How many financial advisors does Apella Wealth have in Bellevue?
4 investment adviser representatives are registered at Apella Wealth offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 105 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Apella Wealth one of the largest advisor employers in Bellevue?
Apella Wealth ranks number 58 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a Apella Wealth advisor in Bellevue?
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 Apella Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.