Unclaimed Profile

Brian Charles Fahey

PERSONAL INVESTMENT MANAGEMENT INC·REDMOND, Washington

SIE, Series 7, Series 31, Series 63, Series 65CFAClean record15 years registeredPERSONAL INVESTMENT MANAGEMENT INC

22500 NE MARKETPLACE DRIVE, REDMOND, WA 98053CRD# 5260596Firm CRD# 107829

Profile Verification

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

Identity

Brian Charles Fahey · REDMOND, WA

Registration

CRD #5260596 · PERSONAL INVESTMENT MANAGEMENT INC · 15 years registered

Brand Profile

Not yet started

Career History

PURE FINANCIAL ADVISORS, LLC

Mar 2025 – present

PERSONAL INVESTMENT MANAGEMENT INC

Jan 2017 – Apr 2025

REDMOND, WA

CHARLES SCHWAB & CO., INC.

Dec 2012 – Dec 2016

BELLEVUE, WA

MORGAN STANLEY

Jul 2011 – Nov 2012

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · July 6, 2011

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERSONAL INVESTMENT MANAGEMENT INC

CRD 107829 · SEC 801-16254

AUM

$534M

Regulatory assets under management

Employees

1,429 client accounts

Services offered by PERSONAL INVESTMENT MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PERSONAL INVESTMENT MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Brian Charles Fahey offer?

Brian Charles Fahey specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in REDMOND, Washington for a consultation.

What are Brian Charles Fahey's credentials?

Brian Charles Fahey holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Charles Fahey located?

Brian Charles Fahey is based in REDMOND, Washington, working with PERSONAL INVESTMENT MANAGEMENT INC. Their office serves clients in the REDMOND metropolitan area and surrounding communities.

How does Brian Charles Fahey charge for services?

Brian Charles Fahey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERSONAL INVESTMENT MANAGEMENT INC?

PERSONAL INVESTMENT MANAGEMENT INC has approximately 5 employees and manages $534M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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