Colleen Bracy has been an investment adviser representative at Robinswood Financial since May 2024, and is not listed among the firm’s executive officers or direct owners.
Robinswood Financial LLC is a Kirkland, WA firm with $453M under management, 488 clients and 6 advisers in one office, as of its July 2026 filing.
Colleen M. Bracy is Financial Advisor of Robinswood Financial. Before becoming a financial advisor she built her career at Microsoft. She works primarily with individuals and families with established financial foundations, including those with complex and multigenerational planning needs, and works closely with clients' CPAs and estate attorneys. Her areas of focus include financial planning, investment management, wealth preservation, tax-efficient strategies, estate planning and retirement plans for small businesses.
Colleen Bracy’s longest registration was 6 years at Edward Jones (2017–2024). Before joining Robinswood Financial in 2024, Colleen Bracy was registered through Edward Jones.
- Robinswood FinancialCurrent– present · 2 yearsKirkland, WA · Adviser representative · Firm CRD 143417
- Edward Jones– · 6 yearsLynnwood, WA · Adviser representative · Firm CRD 250
Professional designations
Listed by Robinswood Financial
- Accredited Asset Management Specialist (AAMS®)
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Colleen Bracy is registered as an investment adviser representative in Washington, since May 2024.
- WashingtonSince 3 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 August 2017 |
| Series 7 | General Securities Representative Examination | 14 June 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Colleen M Bracy
- CRD
- 6786615
- Firm
- Robinswood Financial · CRD 143417
- Office
- 3425 CARILLON POINT, BUILDING 3000, 4TH FLOOR, Kirkland, WA 98033
- Registration
- Investment adviser registration
- In the industry since
- June 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- robinswoodfinancial.com
Where does Colleen Bracy work?
Colleen Bracy is an investment adviser representative registered through Robinswood Financial LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Colleen Bracy a financial advisor?
Yes. Colleen Bracy has a current investment-adviser registration in Washington, through Robinswood Financial since May 2024.
How many years of experience does Colleen Bracy have?
Colleen Bracy has 9 years in the financial industry, since June 2017, across 2 adviser firms.
What exams has Colleen Bracy passed?
Colleen Bracy has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2017. FINRA credited Colleen Bracy with the SIE, which began in October 2018.
Where is Colleen Bracy based?
Colleen Bracy’s registered office is in Kirkland, WA.
Is Colleen Bracy registered with FINRA?
No. Colleen Bracy has no current broker registration.
How can I verify Colleen Bracy’s record?
Search CRD 6786615 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Colleen Bracy’s full registration record.