AdvisorOS Directory
Claim Profile
Unclaimed Profile
SS

Scott George Szeman

EVOLYTICAL INVESTMENTS LLC·TACOMA, Washington
Clean record15 years registeredEVOLYTICAL INVESTMENTS LLC
950 PACIFIC AVE STE 620, TACOMA, WA 98402CRD# 5956665Firm CRD# 307056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott George Szeman · TACOMA, WA
Registration
CRD #5956665 · EVOLYTICAL INVESTMENTS LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: EVOLYTICAL INVESTMENTS LLC
COLDSTREAM WEALTH MANAGEMENT
Jun 2022 – Nov 2024
Mercer Island, WA
EVOLYTICAL INVESTMENTS LLC
Mar 2021 – Sep 2023
SEATTLE, WA
PARACLE ADVISORS LLC
Jul 2011 – Dec 2013
MERCER ISLAND, WA
02

Registrations & Exams

Registration record
First registered · July 25, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

Speak with Scott

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

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

Looking for a financial advisor in TACOMA?

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

Browse TACOMA AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Scott George Szeman offer?
Scott George Szeman is a registered financial advisor in TACOMA, Washington.
What are Scott George Szeman's credentials?
Scott George Szeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott George Szeman located?
Scott George Szeman is based in TACOMA, Washington, last registered with EVOLYTICAL INVESTMENTS LLC.
How large is EVOLYTICAL INVESTMENTS LLC?
EVOLYTICAL INVESTMENTS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at EVOLYTICAL INVESTMENTS LLC

Phillip Michael Vitale
TACOMA, WA

More Advisors in TACOMA, Washington

Benjamin Johan Addink
COLUMBIA RIVER ADVISORS, LLC·TACOMA, WA
Robert Brian Howell
R. BRIAN HOWELL & ASSOCIATES, INC.·TACOMA, WA
Candace Elayne Duecker
SENESCHAL ADVISORS, LLC·TACOMA, WA
Sue Ellen Summers
PURCELL ADVISORY SERVICES, LLC·TACOMA, WA
Donald Allen Foy
COLUMBIA RIVER ADVISORS, LLC·TACOMA, WA
Alexandria Anne Kemp
FINANCIAL INSIGHTS INC·TACOMA, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
SEATTLE (382)BELLEVUE (192)SPOKANE (71)VANCOUVER (58)BELLINGHAM (41)KIRKLAND (30)GIG HARBOR (28)EDMONDS (22)MERCER ISLAND (19)OLYMPIA (17)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile