Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Seattle, WA
Every SEC-registered investment adviser representative at a Corient office in Seattle, A to Z.
27 registered advisors work at Corient in Seattle, out of 655 at the firm nationwide; it ranks number 19 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Corient advisors in Seattle, A to Z
Every Corient advisor →- Patrick BevanCertified Financial Planner
- Bligh BjarnasonCertified Financial Planner
- Michael C. BrooksCertified Financial Planner
- Derek A. CrumpInvestment adviser rep
- Matthew L. DayInvestment adviser rep
- Anne S. DelaneyInvestment adviser rep
- Allyson S. EisenhowerCertified Financial Planner, Chartered Financial Analyst
- Tyler S. GaspardCertified Financial Planner
- Quentin T. HubbardInvestment adviser rep
- Matthew C. KaneInvestment adviser rep
- Shawn M. KennedyCertified Financial Planner
- Taylor L. KoivuInvestment adviser rep
- Jamie M. KoskelaInvestment adviser rep
- Calvin B. McCutchenChartered Financial Analyst
- Shaun M. MillerChartered Financial Analyst
- Nima A. MovassaghiInvestment adviser rep
- Ghazaleh NekuiChartered Financial Analyst
- Millisa NewbergInvestment adviser rep
- Nan M. NgeInvestment adviser rep
- Riley W. NoonanInvestment adviser rep
- Brian D. OrtonInvestment adviser rep
- Drew M. SerresInvestment adviser rep
- Joseph P. StreckerInvestment adviser rep
- Craig J. TasaCertified Financial Planner
- Lauren E. ThompsonInvestment adviser rep
- Daren ToyChartered Financial Analyst
- Troy C. WingfieldChartered Financial Analyst
Corient advisors in every city and state →Corient: assets, clients and custodians →Corient news and advisor moves →Advisor Moves: who changed firms this week →
Corient advisors in other cities
New York, NY 62Chicago, IL 59Dallas, TX 49Houston, TX 40San Diego, CA 29Boston, MA 28Morristown, NJ 27Columbus, OH 22San Francisco, CA 22Itasca, IL 20Atlanta, GA 17Menlo Park, CA 17Newport Beach, CA 17Wayne, PA 17Tulsa, OK 16
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 Corient have in Seattle?
27 investment adviser representatives are registered at Corient offices in Seattle, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Corient one of the largest advisor employers in Seattle?
Corient ranks number 19 in Seattle by registered advisors; Morgan Stanley has the most, with 144.
How do I check a Corient 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 Corient 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.