Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in Seattle, WA
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Seattle, A to Z.
5 registered advisors work at Wealthspire Advisors in Seattle, out of 229 at the firm nationwide; it ranks number 59 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors in Seattle, A to Z
Every Wealthspire Advisors advisor →- Blake R. BarrCertified Financial Planner
- Lisa V. GrahamCertified Financial Planner
- Briana K. KeydelCertified Financial Planner
- Melissa RestivoInvestment adviser rep
- Beau RezekInvestment adviser rep
Wealthspire Advisors advisors in every city and state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Wealthspire Advisors payout grid vs. other firms →Advisor Moves: who changed firms this week →
Wealthspire Advisors advisors in other cities
New York, NY 60Potomac, MD 24Melville, NY 19San Rafael, CA 16Reston, VA 13Madison, WI 11Fulton, MD 10Milwaukee, WI 8Delafield, WI 7Boca Raton, FL 6West Hartford, CT 6Salisbury, MD 5Beachwood, OH 4Chicago, IL 4San Francisco, CA 4
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 Wealthspire Advisors have in Seattle?
5 investment adviser representatives are registered at Wealthspire Advisors offices in Seattle, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 229 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Wealthspire Advisors one of the largest advisor employers in Seattle?
Wealthspire Advisors ranks number 59 in Seattle by registered advisors; Morgan Stanley has the most, with 144.
How do I check a Wealthspire Advisors 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 Wealthspire 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.