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Matthew Lewis Mormino

BRIGHTON JONES LLC·SEATTLE, Washington
Clean record15 years registeredBRIGHTON JONES LLC
2030 1ST AVENUE, SEATTLE, WA 98121CRD# 5962359Firm CRD# 108601

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Lewis Mormino · SEATTLE, WA
Registration
CRD #5962359 · BRIGHTON JONES LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

BRIGHTON JONES LLC
Jan 2017 – present
BRIGHTON JONES LLC
Jul 2011 – Dec 2016
SEATTLE, WA
02

Registrations & Exams

Registration record
First registered · July 27, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIGHTON JONES LLC
CRD 108601 · SEC 801-57087
AUM
$12.5B
Regulatory assets under management
Employees
241
2,978 client accounts
Services offered by BRIGHTON JONES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
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 BRIGHTON JONES LLC →
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05

Frequently Asked Questions

What services does Matthew Lewis Mormino offer?
Matthew Lewis Mormino specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Matthew Lewis Mormino's credentials?
Matthew Lewis Mormino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Lewis Mormino located?
Matthew Lewis Mormino is based in SEATTLE, Washington, working with BRIGHTON JONES LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Matthew Lewis Mormino charge for services?
Matthew Lewis Mormino's firm is compensated through percentage of aum, hourly charges, 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 BRIGHTON JONES LLC?
BRIGHTON JONES LLC has approximately 241 employees and manages $12.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIGHTON JONES LLC

Brian C Tall
SEATTLE, WA
Charles Edwin Brighton
SEATTLE, WA
Jerome Francis Mccarthy
SEATTLE, WA
Kory Bryan Leadon
SEATTLE, WA
Thomas Patrick Preston
SEATTLE, WA
Brett Howard Carolan
SEATTLE, WA

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Research
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