Unclaimed Profile

Mitzi Wilson Carletti

BADGLEY PHELPS WEALTH MANAGERS, LLC·SEATTLE, Washington

Series 2, Series 5, Series 7, Series 63, Series 65Clean record30 years registeredBADGLEY PHELPS WEALTH MANAGERS, LLC

1420 FIFTH AVENUE, SEATTLE, WA 98101CRD# 1025799Firm CRD# 315440

Profile Verification

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

Identity

Mitzi Wilson Carletti · SEATTLE, WA

Registration

CRD #1025799 · BADGLEY PHELPS WEALTH MANAGERS, LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BADGLEY PHELPS WEALTH MANAGERS, LLC

BADGLEY PHELPS WEALTH MANAGERS

Aug 2021 – Feb 2023

Seattle, WA

BADGLEY PHELPS WEALTH MANAGERS

Mar 1996 – Aug 2021

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 2

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · March 19, 1996

Years registered · 30

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

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Frequently Asked Questions

What services does Mitzi Wilson Carletti offer?

Mitzi Wilson Carletti specializes in Financial Planning, Investment Management, Wealth Management.

What are Mitzi Wilson Carletti's credentials?

Mitzi Wilson Carletti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mitzi Wilson Carletti located?

Mitzi Wilson Carletti is based in SEATTLE, Washington, last registered with BADGLEY PHELPS WEALTH MANAGERS, LLC.

How does Mitzi Wilson Carletti charge for services?

Mitzi Wilson Carletti'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.

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