Unclaimed Profile

Brett Alan Garver

180 WEALTH ADVISORS, LLC·FEDERAL WAY, Washington

SIE, Series 7, Series 9, Series 10, Series 31, Series 66Clean record25 years registered180 WEALTH ADVISORS, LLC

32125 32ND AVENUE SOUTH, SUITE 100, FEDERAL WAY, WA 98001CRD# 4348480Firm CRD# 284921

Profile Verification

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

Identity

Brett Alan Garver · FEDERAL WAY, WA

Registration

CRD #4348480 · 180 WEALTH ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 180 WEALTH ADVISORS, LLC

180 WEALTH ADVISORS, LLC

Jan 2019 – Dec 2025

FEDERAL WAY, WA

KEY INVESTMENT SERVICES LLC

Aug 2017 – Jan 2019

BELLEVUE, WA

MML INVESTORS SERVICES, LLC

Mar 2017 – Aug 2017

TACOMA, WA

MSI FINANCIAL SERVICES, INC.

Feb 2015 – Mar 2017

TACOMA, WA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2007 – Feb 2015

FEDERAL WAY, WA

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – Nov 2007

SEATTLE, WA

MORGAN STANLEY

Jun 2001 – Apr 2007

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 66

Registration record

First registered · June 20, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

180 WEALTH ADVISORS, LLC

CRD 284921 · SEC 801-110219

AUM

$853M

Regulatory assets under management

Employees

2,800 client accounts

Services offered by 180 WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 180 WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Brett Alan Garver offer?

Brett Alan Garver specializes in Financial Planning, Investment Management, Wealth Management.

What are Brett Alan Garver's credentials?

Brett Alan Garver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett Alan Garver located?

Brett Alan Garver is based in FEDERAL WAY, Washington, last registered with 180 WEALTH ADVISORS, LLC.

How does Brett Alan Garver charge for services?

Brett Alan Garver'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 180 WEALTH ADVISORS, LLC?

180 WEALTH ADVISORS, LLC has approximately 8 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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