Unclaimed Profile

Curtis Lee Pepin

BADGLEY PHELPS WEALTH MANAGERS, LLC·SEATTLE, Washington

Series 6, Series 7, Series 63, Series 66Clean record26 years registeredBADGLEY PHELPS WEALTH MANAGERS, LLC

1420 FIFTH AVENUE, SEATTLE, WA 98101CRD# 2551288Firm CRD# 315440

Profile Verification

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

Identity

Curtis Lee Pepin · SEATTLE, WA

Registration

CRD #2551288 · BADGLEY PHELPS WEALTH MANAGERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

BADGLEY PHELPS WEALTH MANAGERS

Aug 2021 – present

BADGLEY PHELPS WEALTH MANAGERS

Jul 2000 – Aug 2021

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · July 10, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BADGLEY PHELPS WEALTH MANAGERS, LLC

CRD 315440 · SEC 801-121830

AUM

$5.1B

Regulatory assets under management

Employees

2,648 client accounts

Services offered by BADGLEY PHELPS WEALTH MANAGERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BADGLEY PHELPS WEALTH MANAGERS, LLC →

Introduction

Speak with Curtis

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

Not sure if Curtis is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Browse SEATTLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Curtis Lee Pepin offer?

Curtis Lee Pepin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Curtis Lee Pepin's credentials?

Curtis Lee Pepin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Curtis Lee Pepin located?

Curtis Lee Pepin is based in SEATTLE, Washington, working with BADGLEY PHELPS WEALTH MANAGERS, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Curtis Lee Pepin charge for services?

Curtis Lee Pepin'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 BADGLEY PHELPS WEALTH MANAGERS, LLC?

BADGLEY PHELPS WEALTH MANAGERS, LLC has approximately 37 employees and manages $5.1B 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 →