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Financial ADVSR advisor directory · SEC adviser records

Opal Advisors financial advisors in Bellevue, WA

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

6 registered advisors work at Opal Advisors in Bellevue, out of 6 at the firm nationwide; it ranks number 50 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Opal Advisors advisors in Bellevue, A to Z

Every Opal Advisors advisor →

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

Other firms in Bellevue

All Bellevue advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Wells Fargo Clearing Services, LLC 93Coldstream Wealth Management 85Equitable Advisors, LLC 79UBS Financial Services Inc. 73Ameriprise Financial Services, LLC 56Morgan Stanley 53Strategic Advisers LLC 44LPL Financial LLC 37Transamerica Financial Advisors, LLC 37Charles Schwab & Co., Inc. 33Scs 30

Questions

How many financial advisors does Opal Advisors have in Bellevue?

6 investment adviser representatives are registered at Opal Advisors offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Opal Advisors one of the largest advisor employers in Bellevue?

Opal Advisors ranks number 50 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 118.

How do I check a Opal Advisors 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 Opal Advisors 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.