Unclaimed Profile

Shane John Payette

SEIDMAN PRIVATE ADVISORS, LLC·KIRKLAND, Washington

SIE, Series 7, Series 63, Series 65Clean record25 years registeredSEIDMAN PRIVATE ADVISORS, LLC

520 KIRKLAND WAY, KIRKLAND, WA 98033CRD# 4561408Firm CRD# 132337

Profile Verification

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

Identity

Shane John Payette · KIRKLAND, WA

Registration

CRD #4561408 · SEIDMAN PRIVATE ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

COLDSTREAM WEALTH MANAGEMENT

Oct 2023 – present

EAGLE STRATEGIES LLC

Jul 2009 – Oct 2023

KIRKLAND, WA

SEIDMAN PRIVATE ADVISORS LLC

Dec 2005 – Mar 2021

Irving, TX

LINCOLN FINANCIAL ADVISORS CORPORATION

Mar 2005 – Nov 2005

DALLAS, TX

KPMG INVESTMENT ADVISORS

Jun 2001 – May 2005

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

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

SEIDMAN PRIVATE ADVISORS, LLC

CRD 132337 · SEC 801-63417

Employees

Total firm employees

Services offered by SEIDMAN PRIVATE ADVISORS, LLC

Per Form ADV

Financial planning

Charitable organization or education services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SEIDMAN PRIVATE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Shane John Payette offer?

Shane John Payette specializes in Financial Planning. Contact their office in KIRKLAND, Washington for a consultation.

What are Shane John Payette's credentials?

Shane John Payette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shane John Payette located?

Shane John Payette is based in KIRKLAND, Washington, working with SEIDMAN PRIVATE ADVISORS, LLC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.

How does Shane John Payette charge for services?

Shane John Payette's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEIDMAN PRIVATE ADVISORS, LLC?

SEIDMAN PRIVATE ADVISORS, LLC has approximately 6 employees. The firm is registered with the SEC as an investment adviser.

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