Unclaimed Profile

Robert Eugene Shelley

SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC·SEATTLE, Washington

SIE, Series 7, Series 50, Series 52, Series 63, Series 65Clean record20 years registeredSEATTLE-NORTHWEST ASSET MANAGEMENT, LLC

1420 5TH AVENUE, SEATTLE, WA 98101CRD# 1996829Firm CRD# 154461

Profile Verification

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

Identity

Robert Eugene Shelley · SEATTLE, WA

Registration

CRD #1996829 · SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC

SNW ASSET MANAGEMENT, LLC

Oct 2010 – Aug 2013

SEATTLE, WA

SEATTLE-NORTHWEST ASSET MANAGEMENT LLC

Oct 2005 – Oct 2010

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 50

Series 52

Series 63

Series 65

Registration record

First registered · October 28, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESCO MANAGED ACCOUNTS, LLC

CRD 154461 · SEC 801-61716

AUM

$17.5B

Regulatory assets under management

Employees

7,462 client accounts

Services offered by INVESCO MANAGED ACCOUNTS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INVESCO MANAGED ACCOUNTS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Eugene Shelley offer?

Robert Eugene Shelley specializes in Investment Management, Wealth Management.

What are Robert Eugene Shelley's credentials?

Robert Eugene Shelley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Eugene Shelley located?

Robert Eugene Shelley is based in SEATTLE, Washington, last registered with SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC.

How does Robert Eugene Shelley charge for services?

Robert Eugene Shelley'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 SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC?

SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC has approximately 55 employees and manages $17.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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