Unclaimed Profile

Douglas Reed Bean

PRIVATE ADVISORY GROUP LLC·REDMOND, Washington

Series 7, Series 6624 years registeredPRIVATE ADVISORY GROUP LLC

16880 NE 79TH STREET, REDMOND, WA 98052CRD# 4541916Firm CRD# 170043

Profile Verification

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

Identity

Douglas Reed Bean · REDMOND, WA

Registration

CRD #4541916 · PRIVATE ADVISORY GROUP LLC · 24 years registered

Brand Profile

Not yet started

Career History

PRIVATE ADVISORY

Sep 2014 – present

PRIVATE ADVISORY GROUP

Jun 2007 – Dec 2014

REDMOND, WA

SNIDER RETIREMENT STRATEGIES

Nov 2005 – Jan 2007

BELLEVUE, WA

KMS FINANCIAL SERVICES, INC

Mar 2004 – Oct 2005

REDMOND, WA

PACIFIC WEST FINANCIAL CONSULTANT INC

Jul 2002 – Mar 2004

REDMOND, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 3, 2002

Years registered · 24

Disclosure History

2017Customer 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

PRIVATE ADVISORY GROUP LLC

CRD 170043 · SEC 801-79100

AUM

$900M

Regulatory assets under management

Employees

1,818 client accounts

Services offered by PRIVATE ADVISORY 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 PRIVATE ADVISORY GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Reed Bean offer?

Douglas Reed Bean specializes in Financial Planning, Investment Management. Contact their office in REDMOND, Washington for a consultation.

What are Douglas Reed Bean's credentials?

Douglas Reed Bean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Reed Bean located?

Douglas Reed Bean is based in REDMOND, Washington, working with PRIVATE ADVISORY GROUP LLC. Their office serves clients in the REDMOND metropolitan area and surrounding communities.

How does Douglas Reed Bean charge for services?

Douglas Reed Bean's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE ADVISORY GROUP LLC?

PRIVATE ADVISORY GROUP LLC has approximately 18 employees and manages $900M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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