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Financial ADVSR advisor directory · SEC adviser records

Aviso Wealth Management financial advisors in Seattle, WA

Every SEC-registered investment adviser representative at a Aviso Wealth Management office in Seattle, A to Z.

3 registered advisors work at Aviso Wealth Management in Seattle, out of 9 at the firm nationwide; it ranks number 70 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Aviso Wealth Management advisors in Seattle, A to Z

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

Aviso Wealth Management advisors in other cities

Selinsgrove, PA 2Bellevue, WA 1Doylestown, PA 1Warren, PA 1Washington, DC 1

Other firms in Seattle

All Seattle advisors →

Morgan Stanley 144Merrill Lynch, Pierce, Fenner & Smith Incorporated 123Wells Fargo Clearing Services, LLC 113Brighton Jones LLC 104J.P. Morgan Securities LLC 95LPL Financial LLC 74UBS Financial Services Inc. 74RBC Capital Markets, LLC 64Edward Jones 61Robert W. Baird & Co. Incorporated 58D.A. Davidson & Co. 51Strategic Advisers LLC 51

Questions

How many financial advisors does Aviso Wealth Management have in Seattle?

3 investment adviser representatives are registered at Aviso Wealth Management offices in Seattle, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Aviso Wealth Management one of the largest advisor employers in Seattle?

Aviso Wealth Management ranks number 70 in Seattle by registered advisors; Morgan Stanley has the most, with 144.

How do I check a Aviso Wealth Management advisor in Seattle?

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 Aviso Wealth Management 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.