Unclaimed Profile

Anthony David Waltier

BRISTLECONE ADVISORS LLC·BELLEVUE, Washington

Clean recordBRISTLECONE ADVISORS LLC

10900 NE 4TH STREET, SUITE 1920, BELLEVUE, WA 98004CRD# 5785495Firm CRD# 109227

Profile Verification

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

Identity

Anthony David Waltier · BELLEVUE, WA

Registration

CRD #5785495 · BRISTLECONE ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Anthony David Waltier is a registered financial advisor based in BELLEVUE, Washington, affiliated with BRISTLECONE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BRISTLECONE ADVISORS LLC

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRISTLECONE ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5785495

Firm CRD# 109227

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Frequently Asked Questions

What services does Anthony David Waltier offer?

Anthony David Waltier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Anthony David Waltier's credentials?

Anthony David Waltier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony David Waltier located?

Anthony David Waltier is based in BELLEVUE, Washington, working with BRISTLECONE ADVISORS LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Anthony David Waltier charge for services?

Anthony David Waltier's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRISTLECONE ADVISORS LLC?

BRISTLECONE ADVISORS LLC has approximately 19 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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