Unclaimed Profile

Joel William Shoop

CERCANO MANAGEMENT LLC·BELLEVUE, Washington

Clean recordCERCANO MANAGEMENT LLC

1110 112TH AVENUE NE, BELLEVUE, WA 98004CRD# 7581279Firm CRD# 315897

Profile Verification

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

Identity

Joel William Shoop · BELLEVUE, WA

Registration

CRD #7581279 · CERCANO MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joel William Shoop is a registered financial advisor based in BELLEVUE, Washington, affiliated with CERCANO MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CERCANO MANAGEMENT LLC

AUM

$10.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CERCANO MANAGEMENT LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7581279

Firm CRD# 315897

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Frequently Asked Questions

What services does Joel William Shoop offer?

Joel William Shoop specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Joel William Shoop's credentials?

Joel William Shoop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel William Shoop located?

Joel William Shoop is based in BELLEVUE, Washington, working with CERCANO MANAGEMENT LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Joel William Shoop charge for services?

Joel William Shoop's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CERCANO MANAGEMENT LLC?

CERCANO MANAGEMENT LLC has approximately 70 employees and manages $10.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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