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Financial ADVSR advisor directory · SEC adviser records

Consilio Wealth Advisors, LLC financial advisors in Bellevue, WA

Every SEC-registered investment adviser representative at a Consilio Wealth Advisors, LLC office in Bellevue, A to Z.

5 registered advisors work at Consilio Wealth Advisors, LLC in Bellevue, out of 7 at the firm nationwide; it ranks number 52 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Consilio Wealth Advisors, LLC advisors in Bellevue, A to Z

Every Consilio Wealth Advisors, LLC advisor →

Consilio Wealth Advisors, LLC advisors in every city and state →Consilio Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Consilio Wealth Advisors, LLC advisors in other cities

Cowlesville, NY 1Spokane Valley, WA 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 Consilio Wealth Advisors, LLC have in Bellevue?

5 investment adviser representatives are registered at Consilio Wealth Advisors, LLC offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Consilio Wealth Advisors, LLC one of the largest advisor employers in Bellevue?

Consilio Wealth Advisors, LLC ranks number 52 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

How do I check a Consilio Wealth Advisors, LLC 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 Consilio Wealth Advisors, LLC 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.