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Bradley Sean Van Aken

AGATE PASS INVESTMENT MANAGEMENT, LLC·BAINBRIDGE ISLAND, Washington
Series 7, Series 65Clean record15 years registeredAGATE PASS INVESTMENT MANAGEMENT, LLC
400 WINSLOW WAY EAST, BAINBRIDGE ISLAND, WA 98110CRD# 2771974Firm CRD# 155049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Sean Van Aken · BAINBRIDGE ISLAND, WA
Registration
CRD #2771974 · AGATE PASS INVESTMENT MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

AGATE PASS INVESTMENT, LLC
Jan 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · January 17, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AGATE PASS INVESTMENT MANAGEMENT, LLC
CRD 155049 · SEC 801-115003
AUM
$227M
Regulatory assets under management
Employees
4
278 client accounts
Services offered by AGATE PASS INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AGATE PASS INVESTMENT MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Bradley Sean Van Aken offer?
Bradley Sean Van Aken specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BAINBRIDGE ISLAND, Washington for a consultation.
What are Bradley Sean Van Aken's credentials?
Bradley Sean Van Aken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Sean Van Aken located?
Bradley Sean Van Aken is based in BAINBRIDGE ISLAND, Washington, working with AGATE PASS INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BAINBRIDGE ISLAND metropolitan area and surrounding communities.
How does Bradley Sean Van Aken charge for services?
Bradley Sean Van Aken's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGATE PASS INVESTMENT MANAGEMENT, LLC?
AGATE PASS INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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