Unclaimed Profile

Isaiah Daniel Washington

ID WASHINGTON WEALTH MANAGEMENT, LLC·WILLIAMSPORT, Pennsylvania

SIE, Series 7, Series 66Clean record7 years registeredID WASHINGTON WEALTH MANAGEMENT, LLC

347 GRAMPIAN BLVD, WILLIAMSPORT, PA 17701CRD# 6975175Firm CRD# 313282

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Isaiah Daniel Washington · WILLIAMSPORT, PA

Registration

CRD #6975175 · ID WASHINGTON WEALTH MANAGEMENT, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ID WASHINGTON WEALTH MANAGEMENT, LLC

ID WASHINGTON WEALTH MANAGEMENT, LLC

May 2021 – Jun 2023

WILLIAMSPORT, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2018 – Jun 2021

WILLIAMSPORT, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 8, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ID WASHINGTON WEALTH MANAGEMENT, LLC

CRD 313282 · SEC 801-121328

AUM

$9M

Regulatory assets under management

Employees

46 client accounts

Services offered by ID WASHINGTON WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ID WASHINGTON WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Isaiah Daniel Washington offer?

Isaiah Daniel Washington specializes in Financial Planning, Investment Management.

What are Isaiah Daniel Washington's credentials?

Isaiah Daniel Washington is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Isaiah Daniel Washington located?

Isaiah Daniel Washington is based in WILLIAMSPORT, Pennsylvania, last registered with ID WASHINGTON WEALTH MANAGEMENT, LLC.

How does Isaiah Daniel Washington charge for services?

Isaiah Daniel Washington's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ID WASHINGTON WEALTH MANAGEMENT, LLC?

ID WASHINGTON WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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