Unclaimed Profile

Paul Richard Ried

PAUL R. RIED FINANCIAL GROUP, LLC·BELLEVUE, Washington

SIE, Series 7, Series 24, Series 63, Series 65CFP31 years registeredPAUL R. RIED FINANCIAL GROUP, LLC

10801 MAIN STREET, BELLEVUE, WA 98004-6366CRD# 1522408Firm CRD# 297284

Profile Verification

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

Identity

Paul Richard Ried · BELLEVUE, WA

Registration

CRD #1522408 · PAUL R. RIED FINANCIAL GROUP, LLC · 31 years registered

Brand Profile

Not yet started

Career History

PAUL R. RIED FINANCIAL GROUP, LLC

Aug 2018 – present

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – Oct 2024

BELLEVUE, WA

CETERA ADVISOR NETWORKS LLC

Feb 1995 – Jun 2023

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 10, 1995

Years registered · 31

Professional designation · CFP

Disclosure History

1995Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PAUL R. RIED FINANCIAL GROUP, LLC

CRD 297284 · SEC 801-113796

AUM

$981M

Regulatory assets under management

Employees

2,442 client accounts

Services offered by PAUL R. RIED FINANCIAL GROUP, 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 PAUL R. RIED FINANCIAL GROUP, LLC →

Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BELLEVUE?

Browse all registered financial advisors in BELLEVUE, Washington or claim this profile if it's yours.

Browse BELLEVUE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Richard Ried offer?

Paul Richard Ried specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Paul Richard Ried's credentials?

Paul Richard Ried holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Richard Ried located?

Paul Richard Ried is based in BELLEVUE, Washington, working with PAUL R. RIED FINANCIAL GROUP, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Paul Richard Ried charge for services?

Paul Richard Ried'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 PAUL R. RIED FINANCIAL GROUP, LLC?

PAUL R. RIED FINANCIAL GROUP, LLC has approximately 8 employees and manages $981M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →