Unclaimed Profile

Tarek Alan Mcalee

JOSLIN CAPITAL ADVISORS LLC·BELLEVUE, Washington

SIE, Series 7, Series 11, Series 24, Series 63CFPClean record11 years registeredJOSLIN CAPITAL ADVISORS LLC

411 108TH AVE NE, BELLEVUE, WA 98004CRD# 3039435Firm CRD# 288285

Profile Verification

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

Identity

Tarek Alan Mcalee · BELLEVUE, WA

Registration

CRD #3039435 · JOSLIN CAPITAL ADVISORS LLC · 11 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Jun 2021 – present

JOSLIN CAPITAL ADVISORS LLC

Aug 2017 – Feb 2021

BELLEVUE, WA

KMS FINANCIAL SERVICES, INC

Jan 2015 – Oct 2017

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 11

Series 24

Series 63

Registration record

First registered · January 2, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOSLIN CAPITAL ADVISORS LLC

CRD 288285 · SEC 801-110760

AUM

$450M

Regulatory assets under management

Employees

600 client accounts

Services offered by JOSLIN CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JOSLIN CAPITAL ADVISORS LLC →

Introduction

Speak with Tarek

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

Not sure if Tarek 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 Tarek Alan Mcalee offer?

Tarek Alan Mcalee specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Tarek Alan Mcalee's credentials?

Tarek Alan Mcalee holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tarek Alan Mcalee located?

Tarek Alan Mcalee is based in BELLEVUE, Washington, working with JOSLIN CAPITAL ADVISORS LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Tarek Alan Mcalee charge for services?

Tarek Alan Mcalee'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 JOSLIN CAPITAL ADVISORS LLC?

JOSLIN CAPITAL ADVISORS LLC has approximately 6 employees and manages $450M 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 →