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Financial ADVSR advisor directory · SEC adviser records

Marsjewett Financial Group financial advisors in Bellevue, WA

Every SEC-registered investment adviser representative at a Marsjewett Financial Group office in Bellevue, A to Z.

The short answer

7 registered advisors work at Marsjewett Financial Group in Bellevue, out of 7 at the firm nationwide; it ranks number 45 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Marsjewett Financial Group advisors in Bellevue, A to Z

Every Marsjewett Financial Group advisor →

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Other firms in Bellevue

All Bellevue advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 108Wells Fargo Clearing Services, LLC 86Coldstream Wealth Management 82Equitable Advisors, LLC 78UBS Financial Services Inc. 69Ameriprise Financial Services, LLC 55Morgan Stanley 47Strategic Advisers LLC 44Transamerica Financial Advisors, LLC 37LPL Financial LLC 35Charles Schwab & Co., Inc. 32Oppenheimer & Co. Inc. 28

Questions

How many financial advisors does Marsjewett Financial Group have in Bellevue?

7 investment adviser representatives are registered at Marsjewett Financial Group offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Marsjewett Financial Group one of the largest advisor employers in Bellevue?

Marsjewett Financial Group ranks number 45 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 108.

How do I check a Marsjewett Financial Group 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 Marsjewett Financial Group 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.