Unclaimed Profile

Matthew David Englizian

LAIRD NORTON TYEE ASSET STRATEGIES, LLC·SEATTLE, Washington

SIE, Series 7, Series 9, Series 10, Series 63, Series 66CFPClean record22 years registeredLAIRD NORTON TYEE ASSET STRATEGIES, LLC

801 SECOND AVENUE, SUITE 1600, SEATTLE, WA 98104-1564CRD# 4735197Firm CRD# 113400

Profile Verification

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

Identity

Matthew David Englizian · SEATTLE, WA

Registration

CRD #4735197 · LAIRD NORTON TYEE ASSET STRATEGIES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

J.P. MORGAN SECURITIES LLC

Sep 2018 – present

LAIRD NORTON WEALTH MANAGEMENT

Mar 2008 – Aug 2018

SEATTLE, WA

LINCOLN FINANCIAL ADVISORS CORPORATION

Feb 2004 – Aug 2007

KIRKLAND, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · February 18, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LNW WEALTH MANAGEMENT, LLC

CRD 113400 · SEC 801-60345

AUM

$4.6B

Regulatory assets under management

Employees

2,613 client accounts

Services offered by LNW WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LNW WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew David Englizian offer?

Matthew David Englizian specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.

What are Matthew David Englizian's credentials?

Matthew David Englizian holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew David Englizian located?

Matthew David Englizian is based in SEATTLE, Washington, working with LAIRD NORTON TYEE ASSET STRATEGIES, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Matthew David Englizian charge for services?

Matthew David Englizian's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAIRD NORTON TYEE ASSET STRATEGIES, LLC?

LAIRD NORTON TYEE ASSET STRATEGIES, LLC has approximately 96 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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