Financial advisers in Kirkland, Washington
19 profiles with reported offices in Kirkland, Washington. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Michael ThayerPresident; Chief Compliance OfficerPrivate Asset ManagementCRD 1203266
- Cleona HernandezPrincipalGreystone Financial & Estate ServicesCRD 2061426
- Clarissa CandelarioInvestment adviser representativePrivate Asset ManagementCRD 2412201
Tera ProbstChief Investment OfficerSound Legacy Wealth AdvisorsCRD 2439172- Robert GuildInvestment adviser representativeRobinswood FinancialCRD 2486426
- Edward WardManaging Member/Chief Compliance OfficerRobinswood FinancialCRD 2848710
Michael SondheimInvestment adviser representativeSouth Cove FinancialCRD 4315025- Janet WeismanInvestment adviser representativeRobinswood FinancialCRD 4661439
Terry ThomasonInvestment adviser representativeElite Wealth ManagementCRD 4831285
Joel PetersenChief Compliance OfficerSound Legacy Wealth AdvisorsCRD 5036886- Ali Memaran-DadgarChief Executive Officer; Chief Compliance OfficerElite Wealth ManagementCRD 5652400
- Evan SchmidtPresidentSchmidt Financial ManagementCRD 5724516
Sarah ArcherChief Investment OfficerVincimus CapitalCRD 5843776
Thomas BaileyPresident and Chief Compliance OfficerBroadview Wealth ManagementCRD 6435763- John RobertsonPrincipal/Chief Compliance OfficerGreystone Financial & Estate ServicesCRD 6786384
Colleen BracyInvestment adviser representativeRobinswood FinancialCRD 6786615- Robert MacRaeCo-Compliance OfficerRobinswood FinancialCRD 6844196
Dominic HubertVice PresidentSchmidt Financial ManagementCRD 7533922- Zachary KocurekInvestment adviser representativeSecure Asset ManagementCRD 7559014
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.